+1,636.4%
KKR vs MKSI
+1,480.9%
+155.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.7% |
| 7D | -6.2% | +2.7% | -8.9% | -7.2% |
| 30D | -8.9% | -12.8% | +3.9% | -4.1% |
| 3M | +6.3% | -22.5% | +28.8% | +13.6% |
| 6M | +16.5% | +19.4% | -2.9% | +0.9% |
| YTD | -20.3% | +67.7% | -88.0% | -41.6% |
| 1Y | -29.8% | +131.4% | -161.2% | -56.5% |
| 3Y | +63.2% | +197.3% | -134.1% | -16.6% |
| 5Y | +68.0% | +87.0% | -19.0% | +2.1% |
| 10Y | +704.3% | +522.1% | +182.2% | +131.7% |
| All | +1,636.4% | +1,480.9% | +155.6% | +214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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