+70.7%
KKR vs MDB
-6.8%
+77.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.1% |
| 7D | -0.6% | -18.0% | +17.4% | +3.3% |
| 30D | +3.0% | -10.7% | +13.8% | +5.2% |
| 3M | +13.6% | +1.0% | +12.7% | +12.5% |
| 6M | +16.2% | +31.6% | -15.4% | +6.9% |
| YTD | -16.6% | -15.2% | -1.4% | -16.1% |
| 1Y | -23.2% | +10.1% | -33.3% | -28.0% |
| All | +70.7% | -6.8% | +77.5% | +50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling