+371.5%
KKR vs FOXA
+90.1%
+281.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -4.1% |
| 7D | -8.1% | -3.7% | -4.4% | -6.5% |
| 30D | -9.1% | +5.4% | -14.5% | -11.6% |
| 3M | +6.4% | -3.7% | +10.1% | +6.0% |
| 6M | +12.6% | +12.6% | 0.0% | +2.9% |
| YTD | -20.4% | -10.0% | -10.5% | -18.5% |
| 1Y | -27.1% | +15.0% | -42.1% | -34.4% |
| 3Y | +63.8% | +115.1% | -51.3% | +6.6% |
| 5Y | +67.6% | +93.0% | -25.4% | +14.5% |
| All | +371.5% | +90.1% | +281.4% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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