+62.8%
KKR vs FTI
+264.2%
-201.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.0% |
| 7D | -8.1% | -5.6% | -2.5% | -6.0% |
| 30D | -9.1% | +0.4% | -9.5% | -9.3% |
| 3M | +6.4% | +8.1% | -1.8% | +2.3% |
| 6M | +12.6% | +16.7% | -4.1% | +3.5% |
| YTD | -20.4% | +70.0% | -90.4% | -38.8% |
| 1Y | -27.1% | +85.4% | -112.5% | -46.5% |
| All | +62.8% | +264.2% | -201.4% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling