+728.2%
KKR vs USFD
+306.5%
+421.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.5% | +3.9% | +0.6% |
| 7D | -2.2% | -7.0% | +4.8% | +0.6% |
| 30D | +0.3% | -10.3% | +10.5% | +4.6% |
| 3M | +8.8% | +9.2% | -0.4% | +4.3% |
| 6M | +14.9% | +7.4% | +7.5% | +10.3% |
| YTD | -17.9% | +29.4% | -47.3% | -27.9% |
| 1Y | -23.7% | +24.8% | -48.5% | -32.1% |
| 3Y | +69.1% | +150.0% | -80.9% | +14.8% |
| 5Y | +72.6% | +195.5% | -122.9% | +9.6% |
| 10Y | +728.2% | +315.7% | +412.5% | +312.5% |
| All | +728.2% | +306.5% | +421.7% | +312.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 10y: compounded portfolio wealth divided by compounded USFD 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…
10y analysis · Full analysis span regression · 6 months rolling