+940.0%
KKR vs FTV
+89.3%
+850.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.3% |
| 7D | -0.6% | -0.4% | -0.2% | -0.3% |
| 30D | +3.0% | -8.3% | +11.4% | +10.0% |
| 3M | +13.6% | -7.4% | +21.0% | +20.0% |
| 6M | +16.2% | -1.2% | +17.4% | +16.2% |
| YTD | -16.6% | +2.7% | -19.3% | -19.9% |
| 1Y | -23.2% | +18.4% | -41.7% | -34.1% |
| 3Y | +71.7% | -2.0% | +73.8% | +71.4% |
| 5Y | +74.8% | +3.4% | +71.4% | +66.9% |
| 10Y | +711.6% | +78.5% | +633.1% | +487.5% |
| All | +940.0% | +89.3% | +850.7% | +642.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling