+1,636.4%
KKR vs MKTX
+1,372.0%
+264.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -6.2% | -0.2% | -5.9% | -6.1% |
| 30D | -8.9% | +0.7% | -9.6% | -9.0% |
| 3M | +6.3% | +40.8% | -34.5% | -5.4% |
| 6M | +16.5% | -8.0% | +24.5% | +17.6% |
| YTD | -20.3% | -8.7% | -11.5% | -19.4% |
| 1Y | -29.8% | -11.8% | -17.9% | -28.5% |
| 3Y | +63.2% | -24.0% | +87.2% | +65.6% |
| 5Y | +68.0% | -60.3% | +128.3% | +108.3% |
| 10Y | +704.3% | +5.0% | +699.3% | +572.7% |
| All | +1,636.4% | +1,372.0% | +264.5% | +438.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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