-21.0%
KKR vs MDB
+18.3%
-39.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.2% | -1.3% |
| 7D | -0.9% | -17.4% | +16.6% | +1.6% |
| 30D | +2.2% | -2.0% | +4.2% | +2.5% |
| 3M | +13.1% | -3.0% | +16.1% | +13.6% |
| 6M | +15.3% | +48.7% | -33.4% | +7.5% |
| YTD | -15.0% | -12.1% | -2.9% | -14.9% |
| 1Y | -21.0% | +14.5% | -35.5% | -22.7% |
| All | -21.0% | +18.3% | -39.3% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 1y: compounded portfolio wealth divided by compounded MDB 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…
1y analysis · Full analysis span regression · 6 months rolling