+1,557.4%
KKR vs FN
+2,997.8%
-1,440.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +11.7% | -13.5% | -4.4% |
| 7D | +2.2% | 0.0% | +2.3% | +1.2% |
| 30D | +7.6% | -34.3% | +41.9% | +16.5% |
| 3M | -6.5% | -39.9% | +33.4% | +1.9% |
| 6M | -3.9% | -51.8% | +47.9% | +7.8% |
| YTD | -23.9% | -28.1% | +4.3% | -24.5% |
| 1Y | -18.5% | -29.1% | +10.5% | -19.5% |
| 3Y | +65.8% | +102.4% | -36.7% | +20.0% |
| 5Y | +25.3% | +171.7% | -146.3% | -17.4% |
| 10Y | +720.2% | +773.5% | -53.3% | +311.9% |
| All | +1,557.4% | +2,997.8% | -1,440.4% | +554.1% |
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