+96.8%
META vs KKR
+59.0%
+37.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.6% |
| 7D | +5.2% | +1.6% | +3.5% | +4.6% |
| 30D | -13.0% | +14.5% | -27.5% | -17.4% |
| 3M | +7.9% | -15.0% | +22.9% | +14.1% |
| 6M | +4.2% | +1.0% | +3.2% | +2.9% |
| YTD | -2.5% | -22.6% | +20.1% | +5.7% |
| 1Y | +5.6% | -18.2% | +23.8% | +11.3% |
| 3Y | +96.8% | +56.4% | +40.4% | +70.1% |
| All | +96.8% | +59.0% | +37.8% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling