+65.8%
KKR vs MAS
+58.7%
+7.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.3% | -1.0% |
| 7D | +2.2% | +2.4% | -0.1% | +1.0% |
| 30D | +7.6% | +19.8% | -12.2% | -2.3% |
| 3M | -6.5% | +9.8% | -16.3% | -11.2% |
| 6M | -3.9% | +15.8% | -19.7% | -12.2% |
| YTD | -23.9% | +31.8% | -55.7% | -37.1% |
| 1Y | -18.5% | +35.4% | -53.9% | -34.0% |
| 3Y | +65.8% | +59.2% | +6.6% | +24.7% |
| All | +65.8% | +58.7% | +7.0% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling