+62.8%
META vs KKR
+75.2%
-12.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.9% |
| 7D | +6.7% | -0.9% | +7.6% | +7.1% |
| 30D | +4.8% | +2.2% | +2.6% | +3.4% |
| 3M | -1.6% | +13.1% | -14.7% | -7.9% |
| 6M | -7.5% | +15.3% | -22.7% | -15.2% |
| YTD | -6.4% | -15.0% | +8.6% | -0.9% |
| 1Y | -17.3% | -21.0% | +3.7% | -10.1% |
| 3Y | +109.9% | +76.7% | +33.2% | +30.5% |
| All | +62.8% | +75.2% | -12.4% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling