+66.5%
KKR vs FXI
-6.5%
+72.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -6.2% | -3.9% | -2.3% | -4.6% |
| 30D | -8.9% | -2.1% | -6.8% | -8.1% |
| 3M | +6.3% | -0.5% | +6.7% | +6.2% |
| 6M | +16.5% | -4.5% | +21.0% | +18.2% |
| YTD | -20.3% | -9.2% | -11.0% | -17.3% |
| 1Y | -29.8% | -13.8% | -16.0% | -25.8% |
| 3Y | +63.2% | +36.6% | +26.6% | +35.7% |
| All | +66.5% | -6.5% | +72.9% | +68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling