+463.6%
KKR vs FWONK
+276.9%
+186.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.1% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -8.9% | -7.7% | -1.1% | -5.7% |
| 3M | +6.3% | +5.7% | +0.5% | +3.4% |
| 6M | +16.5% | +13.5% | +3.0% | +9.6% |
| YTD | -20.3% | -3.0% | -17.3% | -20.2% |
| 1Y | -29.8% | -6.4% | -23.4% | -28.8% |
| 3Y | +63.2% | +43.8% | +19.3% | +37.1% |
| 5Y | +68.0% | +98.6% | -30.6% | +23.8% |
| 10Y | +704.3% | +340.0% | +364.3% | +339.3% |
| All | +463.6% | +276.9% | +186.6% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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