+735.7%
KKR vs MAS
+230.1%
+505.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.8% | -1.3% |
| 7D | +0.1% | +3.3% | -3.2% | -2.1% |
| 30D | +7.9% | +25.5% | -17.6% | -7.4% |
| 3M | -4.4% | +11.8% | -16.2% | -11.5% |
| 6M | -4.0% | +21.3% | -25.3% | -17.1% |
| YTD | -22.6% | +37.7% | -60.4% | -40.3% |
| 1Y | -18.6% | +41.0% | -59.6% | -38.3% |
| 3Y | +60.6% | +63.0% | -2.4% | +7.0% |
| 5Y | +28.4% | +44.1% | -15.7% | -7.7% |
| 10Y | +735.7% | +224.3% | +511.4% | +231.8% |
| All | +735.7% | +230.1% | +505.5% | +231.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 10y: compounded portfolio wealth divided by compounded MAS 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…
10y analysis · Full analysis span regression · 6 months rolling