+711.6%
KKR vs MAS
+135.2%
+576.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.6% | -0.3% |
| 7D | -0.6% | +1.0% | -1.6% | -1.3% |
| 30D | +3.0% | -8.1% | +11.1% | +8.8% |
| 3M | +13.6% | +3.3% | +10.3% | +9.7% |
| 6M | +16.2% | +12.4% | +3.8% | +4.5% |
| YTD | -16.6% | +13.3% | -29.9% | -26.3% |
| 1Y | -23.2% | -4.7% | -18.5% | -23.6% |
| 3Y | +71.7% | +33.0% | +38.8% | +32.3% |
| 5Y | +74.8% | +33.9% | +41.0% | +33.3% |
| 10Y | +711.6% | +135.4% | +576.2% | +317.7% |
| All | +711.6% | +135.2% | +576.3% | +317.7% |
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