+1,636.4%
KKR vs IFF
+166.8%
+1,469.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | -6.2% | -3.2% | -3.0% | -4.6% |
| 30D | -8.9% | -0.3% | -8.6% | -8.7% |
| 3M | +6.3% | +8.4% | -2.2% | +1.3% |
| 6M | +16.5% | +23.0% | -6.6% | +2.0% |
| YTD | -20.3% | +25.5% | -45.7% | -31.6% |
| 1Y | -29.8% | +29.1% | -58.9% | -41.0% |
| 3Y | +63.2% | +31.7% | +31.5% | +30.3% |
| 5Y | +68.0% | -35.2% | +103.2% | +95.0% |
| 10Y | +704.3% | -20.7% | +725.0% | +651.4% |
| All | +1,636.4% | +166.8% | +1,469.6% | +490.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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