+72.6%
KKR vs MDB
-24.3%
+96.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.2% | -1.7% |
| 7D | -2.2% | -4.5% | +2.3% | -1.1% |
| 30D | +0.3% | -14.0% | +14.2% | +3.5% |
| 3M | +8.8% | +5.3% | +3.5% | +6.3% |
| 6M | +14.9% | +31.9% | -17.0% | +4.3% |
| YTD | -17.9% | -14.6% | -3.3% | -17.9% |
| 1Y | -23.7% | +8.2% | -31.9% | -28.9% |
| 3Y | +69.1% | -5.0% | +74.1% | +49.0% |
| 5Y | +72.6% | -24.5% | +97.1% | +44.4% |
| All | +72.6% | -24.3% | +96.8% | +44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling