+486.2%
KKR vs MDB
+978.8%
-492.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.1% |
| 7D | -0.6% | -18.0% | +17.4% | +3.5% |
| 30D | +3.0% | -10.7% | +13.8% | +5.3% |
| 3M | +13.6% | +1.0% | +12.7% | +12.2% |
| 6M | +16.2% | +31.6% | -15.4% | +6.6% |
| YTD | -16.6% | -15.2% | -1.4% | -16.5% |
| 1Y | -23.2% | +10.1% | -33.3% | -28.2% |
| 3Y | +71.7% | -5.6% | +77.4% | +54.6% |
| 5Y | +74.8% | -24.5% | +99.4% | +49.4% |
| All | +486.2% | +978.8% | -492.6% | +216.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling