+711.6%
KKR vs MLM
+204.6%
+507.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.5% |
| 7D | -0.6% | +1.4% | -2.0% | -1.5% |
| 30D | +3.0% | -6.5% | +9.6% | +7.0% |
| 3M | +13.6% | -7.4% | +21.1% | +18.1% |
| 6M | +16.2% | -15.8% | +32.0% | +26.9% |
| YTD | -16.6% | -17.4% | +0.8% | -8.5% |
| 1Y | -23.2% | -17.9% | -5.3% | -15.4% |
| 3Y | +71.7% | +18.9% | +52.8% | +53.3% |
| 5Y | +74.8% | +43.4% | +31.4% | +41.4% |
| 10Y | +711.6% | +206.2% | +505.4% | +358.0% |
| All | +711.6% | +204.6% | +507.0% | +358.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling