+524.9%
KKR vs MGY
+210.4%
+314.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.2% | +3.5% | -9.7% | -7.2% |
| 30D | -8.9% | +5.3% | -14.1% | -10.4% |
| 3M | +6.3% | +2.6% | +3.6% | +4.6% |
| 6M | +16.5% | -3.3% | +19.7% | +15.8% |
| YTD | -20.3% | +29.2% | -49.5% | -27.9% |
| 1Y | -29.8% | +18.0% | -47.8% | -34.8% |
| 3Y | +63.2% | +30.0% | +33.2% | +46.0% |
| 5Y | +68.0% | +92.7% | -24.7% | +31.7% |
| All | +524.9% | +210.4% | +314.5% | +294.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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