+1,593.7%
META vs KKR
+1,256.2%
+337.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.4% |
| 7D | +5.7% | +0.1% | +5.6% | +5.6% |
| 30D | -10.8% | +7.9% | -18.6% | -13.9% |
| 3M | +8.4% | -4.4% | +12.8% | +9.7% |
| 6M | +5.4% | -4.0% | +9.3% | +5.9% |
| YTD | -2.6% | -22.6% | +20.0% | +5.7% |
| 1Y | +3.5% | -18.6% | +22.1% | +9.4% |
| 3Y | +102.0% | +60.6% | +41.4% | +51.4% |
| 5Y | +93.1% | +28.4% | +64.6% | +54.4% |
| 10Y | +425.7% | +735.7% | -310.0% | +114.6% |
| All | +1,593.7% | +1,256.2% | +337.5% | +904.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling