+651.4%
KKR vs MAS
+215.0%
+436.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.7% |
| 7D | +1.6% | +3.0% | -1.4% | -0.4% |
| 30D | +14.5% | +22.4% | -7.9% | 0.0% |
| 3M | -15.0% | +14.5% | -29.4% | -22.5% |
| 6M | +1.0% | +27.1% | -26.1% | -15.5% |
| YTD | -22.6% | +35.8% | -58.4% | -39.8% |
| 1Y | -18.2% | +39.4% | -57.6% | -37.6% |
| 3Y | +56.4% | +60.3% | -3.9% | +5.3% |
| 5Y | +29.6% | +39.4% | -9.9% | -4.8% |
| All | +651.4% | +215.0% | +436.4% | +207.2% |
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