-29.8%
KKR vs TFC
+16.6%
-46.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -6.2% | -2.4% | -3.8% | -4.6% |
| 30D | -8.9% | -3.4% | -5.5% | -6.8% |
| 3M | +6.3% | +0.4% | +5.8% | +5.4% |
| 6M | +16.5% | +12.7% | +3.8% | +4.7% |
| YTD | -20.3% | +5.6% | -25.8% | -25.1% |
| 1Y | -29.8% | +16.0% | -45.8% | -40.8% |
| All | -29.8% | +16.6% | -46.4% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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