+1,716.3%
KKR vs FTI
+273.1%
+1,443.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.2% |
| 7D | -0.6% | -0.2% | -0.4% | -0.6% |
| 30D | +3.0% | +12.3% | -9.3% | -0.9% |
| 3M | +13.6% | +13.8% | -0.1% | +8.3% |
| 6M | +16.2% | +24.3% | -8.1% | +6.8% |
| YTD | -16.6% | +75.8% | -92.4% | -31.8% |
| 1Y | -23.2% | +99.6% | -122.8% | -40.1% |
| 3Y | +71.7% | +278.4% | -206.7% | +7.2% |
| 5Y | +74.8% | +1,168.7% | -1,093.9% | -30.1% |
| 10Y | +711.6% | +297.5% | +414.0% | +303.9% |
| All | +1,716.3% | +273.1% | +1,443.2% | +761.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling