+66.5%
KKR vs FTI
+1,066.8%
-1,000.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -6.2% | -4.4% | -1.8% | -4.8% |
| 30D | -8.9% | +1.5% | -10.3% | -9.4% |
| 3M | +6.3% | +8.2% | -1.9% | +2.9% |
| 6M | +16.5% | +18.8% | -2.4% | +8.3% |
| YTD | -20.3% | +71.7% | -91.9% | -35.1% |
| 1Y | -29.8% | +90.0% | -119.8% | -45.1% |
| 3Y | +63.2% | +270.5% | -207.3% | +1.6% |
| All | +66.5% | +1,066.8% | -1,000.3% | -29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling