+1,750.7%
KKR vs MAS
+865.3%
+885.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.8% |
| 7D | -0.9% | -0.8% | -0.1% | -0.5% |
| 30D | +2.2% | -5.6% | +7.7% | +5.3% |
| 3M | +13.1% | +4.4% | +8.6% | +9.5% |
| 6M | +15.3% | +7.2% | +8.1% | +8.9% |
| YTD | -15.0% | +16.1% | -31.1% | -23.7% |
| 1Y | -21.0% | +0.1% | -21.1% | -23.2% |
| 3Y | +76.7% | +28.3% | +48.4% | +49.0% |
| 5Y | +74.3% | +30.5% | +43.9% | +45.9% |
| 10Y | +753.7% | +139.1% | +614.6% | +427.4% |
| All | +1,750.7% | +865.3% | +885.4% | +435.5% |
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