+1,636.4%
KKR vs MDY
+503.6%
+1,132.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.8% |
| 7D | -6.2% | -1.9% | -4.3% | -3.9% |
| 30D | -8.9% | -4.6% | -4.2% | -3.2% |
| 3M | +6.3% | -1.2% | +7.5% | +8.2% |
| 6M | +16.5% | +9.2% | +7.2% | +4.4% |
| YTD | -20.3% | +13.1% | -33.3% | -31.3% |
| 1Y | -29.8% | +13.0% | -42.8% | -39.3% |
| 3Y | +63.2% | +49.2% | +14.0% | +4.6% |
| 5Y | +68.0% | +47.2% | +20.7% | +13.7% |
| 10Y | +704.3% | +176.0% | +528.3% | +158.5% |
| All | +1,636.4% | +503.6% | +1,132.9% | +132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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