+538.7%
KKR vs FND
+57.3%
+481.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.3% |
| 7D | -2.2% | -0.8% | -1.4% | -2.0% |
| 30D | +0.3% | -19.6% | +19.8% | +8.3% |
| 3M | +8.8% | -4.3% | +13.2% | +9.1% |
| 6M | +14.9% | -20.4% | +35.4% | +21.8% |
| YTD | -17.9% | -21.9% | +4.0% | -12.9% |
| 1Y | -23.7% | -45.2% | +21.5% | -8.1% |
| 3Y | +69.1% | -49.2% | +118.3% | +99.9% |
| 5Y | +72.6% | -61.8% | +134.4% | +114.7% |
| All | +538.7% | +57.3% | +481.4% | +419.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling