+108.3%
META vs KKR
+80.0%
+28.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.7% |
| 7D | +6.7% | -0.9% | +7.6% | +7.0% |
| 30D | +4.8% | +2.2% | +2.6% | +3.7% |
| 3M | -1.6% | +13.1% | -14.7% | -6.3% |
| 6M | -7.5% | +15.3% | -22.7% | -13.3% |
| YTD | -6.4% | -15.0% | +8.6% | -1.6% |
| 1Y | -17.3% | -21.0% | +3.7% | -11.2% |
| All | +108.3% | +80.0% | +28.3% | +53.4% |
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