+1,588.7%
KKR vs MAS
+1,013.1%
+575.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | -1.2% |
| 7D | +2.6% | +4.6% | -2.0% | +0.2% |
| 30D | +8.4% | +19.9% | -11.5% | -1.6% |
| 3M | -6.8% | +8.9% | -15.7% | -11.1% |
| 6M | -3.3% | +20.2% | -23.4% | -13.3% |
| YTD | -22.5% | +33.9% | -56.3% | -35.5% |
| 1Y | -16.7% | +34.7% | -51.4% | -31.0% |
| 3Y | +64.2% | +60.4% | +3.8% | +23.0% |
| 5Y | +27.7% | +43.5% | -15.8% | +1.4% |
| 10Y | +735.6% | +226.7% | +508.9% | +349.4% |
| All | +1,588.7% | +1,013.1% | +575.6% | +352.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling