-13.7%
KKR vs FTV
+37.8%
-51.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.3% | +4.4% |
| 7D | +8.9% | +6.6% | +2.3% | +5.5% |
| 30D | +12.7% | +19.1% | -6.5% | +3.3% |
| 3M | -6.2% | +13.1% | -19.2% | -11.8% |
| 6M | -1.5% | +14.0% | -15.5% | -7.9% |
| YTD | -20.1% | +24.2% | -44.2% | -28.1% |
| 1Y | -13.7% | +36.4% | -50.1% | -29.5% |
| All | -13.7% | +37.8% | -51.5% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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