+520.3%
KKR vs FND
+56.5%
+463.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.2% |
| 7D | -6.2% | -5.8% | -0.4% | -4.2% |
| 30D | -8.9% | -20.2% | +11.4% | -1.3% |
| 3M | +6.3% | -12.0% | +18.2% | +10.0% |
| 6M | +16.5% | -18.5% | +35.0% | +22.4% |
| YTD | -20.3% | -22.3% | +2.0% | -15.3% |
| 1Y | -29.8% | -47.6% | +17.9% | -14.0% |
| 3Y | +63.2% | -49.8% | +112.9% | +93.7% |
| 5Y | +68.0% | -63.0% | +130.9% | +111.1% |
| All | +520.3% | +56.5% | +463.8% | +405.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling