+67.6%
KKR vs MET
+82.5%
-14.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -4.1% |
| 7D | -8.1% | -2.5% | -5.6% | -6.1% |
| 30D | -9.1% | 0.0% | -9.1% | -9.2% |
| 3M | +6.4% | +13.1% | -6.7% | -5.6% |
| 6M | +12.6% | +39.0% | -26.4% | -17.6% |
| YTD | -20.4% | +25.2% | -45.6% | -35.5% |
| 1Y | -27.1% | +25.6% | -52.7% | -41.2% |
| 3Y | +63.8% | +67.1% | -3.3% | +5.1% |
| 5Y | +67.6% | +85.1% | -17.5% | +2.4% |
| All | +67.6% | +82.5% | -14.9% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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