+1,593.8%
META vs KKR
+1,294.4%
+299.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -1.2% |
| 7D | +3.3% | +5.1% | -1.8% | +1.1% |
| 30D | -10.8% | +10.9% | -21.6% | -14.9% |
| 3M | +7.9% | -2.9% | +10.8% | +8.4% |
| 6M | +5.4% | -1.2% | +6.6% | +4.7% |
| YTD | -2.6% | -20.4% | +17.9% | +4.5% |
| 1Y | +1.9% | -15.4% | +17.3% | +5.9% |
| 3Y | +97.0% | +61.9% | +35.0% | +47.1% |
| 5Y | +97.6% | +38.3% | +59.4% | +53.5% |
| 10Y | +436.0% | +720.6% | -284.6% | +119.0% |
| All | +1,593.8% | +1,294.4% | +299.4% | +892.8% |
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