+1,750.7%
KKR vs FN
+3,758.0%
-2,007.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.1% | -5.0% | -2.6% |
| 7D | -0.9% | -1.7% | +0.8% | -0.5% |
| 30D | +2.2% | -22.0% | +24.1% | +7.0% |
| 3M | +13.1% | -43.0% | +56.1% | +25.6% |
| 6M | +15.3% | -27.7% | +43.0% | +18.2% |
| YTD | -15.0% | -10.5% | -4.5% | -18.2% |
| 1Y | -21.0% | +12.5% | -33.5% | -29.0% |
| 3Y | +76.7% | +153.8% | -77.1% | +23.9% |
| 5Y | +74.3% | +288.0% | -213.7% | +8.1% |
| 10Y | +753.7% | +906.4% | -152.7% | +321.0% |
| All | +1,750.7% | +3,758.0% | -2,007.3% | +608.9% |
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