+1,636.4%
KKR vs GFI
+445.0%
+1,191.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.3% |
| 7D | -6.2% | -4.9% | -1.3% | -5.9% |
| 30D | -8.9% | +10.7% | -19.6% | -9.3% |
| 3M | +6.3% | +25.6% | -19.4% | +4.9% |
| 6M | +16.5% | -8.3% | +24.7% | +16.4% |
| YTD | -20.3% | +6.3% | -26.6% | -21.1% |
| 1Y | -29.8% | +22.1% | -51.9% | -31.2% |
| 3Y | +63.2% | +289.2% | -226.0% | +48.2% |
| 5Y | +68.0% | +531.7% | -463.7% | +47.0% |
| 10Y | +704.3% | +1,043.8% | -339.5% | +581.3% |
| All | +1,636.4% | +445.0% | +1,191.4% | +1,694.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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