+66.5%
KKR vs MCK
+345.1%
-278.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -6.2% | -2.9% | -3.3% | -6.0% |
| 30D | -8.9% | +0.4% | -9.3% | -8.9% |
| 3M | +6.3% | +12.1% | -5.8% | +5.2% |
| 6M | +16.5% | -5.4% | +21.9% | +16.9% |
| YTD | -20.3% | +7.8% | -28.0% | -21.2% |
| 1Y | -29.8% | +22.9% | -52.7% | -32.1% |
| 3Y | +63.2% | +110.7% | -47.5% | +35.2% |
| All | +66.5% | +345.1% | -278.6% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 5y: compounded portfolio wealth divided by compounded MCK 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…
5y analysis · Full analysis span regression · 6 months rolling