-13.7%
KKR vs FTI
+57.1%
-70.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.4% | +8.9% | +5.6% |
| 7D | +8.9% | -9.7% | +18.6% | +9.2% |
| 30D | +12.7% | -8.2% | +20.8% | +12.9% |
| 3M | -6.2% | -7.8% | +1.7% | -5.9% |
| 6M | -1.5% | -13.4% | +11.9% | -1.2% |
| YTD | -20.1% | +45.1% | -65.1% | -33.3% |
| 1Y | -13.7% | +54.6% | -68.3% | -31.7% |
| All | -13.7% | +57.1% | -70.8% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 1y: compounded portfolio wealth divided by compounded FTI 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…
1y analysis · Full analysis span regression · 6 months rolling