+0.8%
META vs KKR
-12.5%
+13.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.6% | -4.1% | +0.5% |
| 7D | +2.9% | +8.9% | -6.1% | +1.3% |
| 30D | -15.1% | +12.7% | -27.7% | -16.9% |
| 3M | +7.2% | -6.2% | +13.4% | +8.6% |
| 6M | +3.4% | -1.5% | +4.9% | +3.6% |
| YTD | -4.3% | -20.1% | +15.7% | -1.9% |
| 1Y | +0.8% | -13.7% | +14.5% | +2.7% |
| All | +0.8% | -12.5% | +13.2% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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