+1,750.7%
KKR vs MLM
+609.5%
+1,141.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -3.0% | -2.4% |
| 7D | -0.9% | -2.9% | +2.0% | +0.6% |
| 30D | +2.2% | -6.8% | +9.0% | +6.0% |
| 3M | +13.1% | -11.2% | +24.3% | +19.8% |
| 6M | +15.3% | -21.8% | +37.1% | +29.9% |
| YTD | -15.0% | -17.0% | +2.0% | -7.6% |
| 1Y | -21.0% | -16.4% | -4.6% | -14.4% |
| 3Y | +76.7% | +14.5% | +62.2% | +62.8% |
| 5Y | +74.3% | +41.7% | +32.6% | +45.1% |
| 10Y | +753.7% | +200.0% | +553.7% | +367.0% |
| All | +1,750.7% | +609.5% | +1,141.1% | +467.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling