+71.7%
KKR vs USFD
+162.9%
-91.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.4% |
| 7D | -0.6% | -3.3% | +2.7% | +0.9% |
| 30D | +3.0% | -5.3% | +8.4% | +5.6% |
| 3M | +13.6% | +18.8% | -5.1% | +3.3% |
| 6M | +16.2% | +14.3% | +1.9% | +7.1% |
| YTD | -16.6% | +36.9% | -53.5% | -34.1% |
| 1Y | -23.2% | +31.7% | -54.9% | -37.6% |
| 3Y | +71.7% | +164.5% | -92.7% | -6.7% |
| All | +71.7% | +162.9% | -91.2% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling