+1,585.1%
KKR vs FN
+3,365.3%
-1,780.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.9% | -10.2% | -0.9% |
| 7D | +0.1% | +16.3% | -16.2% | -4.2% |
| 30D | +7.9% | -24.7% | +32.6% | +13.2% |
| 3M | -4.4% | -34.9% | +30.5% | +2.3% |
| 6M | -4.0% | -41.1% | +37.1% | +2.8% |
| YTD | -22.6% | -19.6% | -3.0% | -25.3% |
| 1Y | -18.6% | -18.5% | 0.0% | -22.1% |
| 3Y | +60.6% | +119.1% | -58.5% | +14.2% |
| 5Y | +28.4% | +206.9% | -178.5% | -17.7% |
| 10Y | +735.7% | +826.4% | -90.7% | +312.8% |
| All | +1,585.1% | +3,365.3% | -1,780.3% | +547.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling