+443.6%
KKR vs MDB
+912.7%
-469.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.2% |
| 7D | +1.6% | +6.8% | -5.2% | +0.2% |
| 30D | +14.5% | -6.2% | +20.7% | +15.4% |
| 3M | -15.0% | -29.2% | +14.3% | -9.8% |
| 6M | +1.0% | +10.3% | -9.3% | -4.3% |
| YTD | -22.6% | -20.4% | -2.3% | -22.5% |
| 1Y | -18.2% | -4.8% | -13.4% | -21.8% |
| 3Y | +56.4% | -11.6% | +68.0% | +41.4% |
| 5Y | +29.6% | -41.0% | +70.6% | +14.8% |
| All | +443.6% | +912.7% | -469.1% | +193.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling