+66.5%
KKR vs MAR
+154.9%
-88.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -1.0% |
| 7D | -6.2% | -0.5% | -5.6% | -5.8% |
| 30D | -8.9% | -5.4% | -3.4% | -5.2% |
| 3M | +6.3% | -15.5% | +21.8% | +19.2% |
| 6M | +16.5% | +3.0% | +13.5% | +11.2% |
| YTD | -20.3% | +8.5% | -28.8% | -27.4% |
| 1Y | -29.8% | +26.0% | -55.7% | -43.7% |
| 3Y | +63.2% | +68.6% | -5.4% | +5.4% |
| All | +66.5% | +154.9% | -88.4% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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