+852.3%
KKR vs USFD
+329.0%
+523.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.7% |
| 7D | -0.9% | -3.0% | +2.1% | +0.3% |
| 30D | +2.2% | +3.5% | -1.4% | +0.5% |
| 3M | +13.1% | +26.6% | -13.5% | +2.2% |
| 6M | +15.3% | +11.7% | +3.6% | +9.1% |
| YTD | -15.0% | +38.1% | -53.1% | -27.2% |
| 1Y | -21.0% | +33.4% | -54.4% | -31.4% |
| 3Y | +76.7% | +155.8% | -79.1% | +19.2% |
| 5Y | +74.3% | +214.0% | -139.7% | +8.5% |
| 10Y | +753.7% | +320.4% | +433.4% | +332.0% |
| All | +852.3% | +329.0% | +523.3% | +388.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling