-29.8%
KKR vs FXI
-12.5%
-17.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -6.2% | -3.9% | -2.3% | -5.1% |
| 30D | -8.9% | -2.1% | -6.8% | -8.3% |
| 3M | +6.3% | -0.5% | +6.7% | +6.1% |
| 6M | +16.5% | -4.5% | +21.0% | +17.4% |
| YTD | -20.3% | -9.2% | -11.0% | -17.4% |
| 1Y | -29.8% | -13.8% | -16.0% | -27.4% |
| All | -29.8% | -12.5% | -17.3% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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