+711.6%
KKR vs MOD
+1,504.3%
-792.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.6% |
| 7D | -0.6% | +6.3% | -7.0% | -2.2% |
| 30D | +3.0% | -1.7% | +4.7% | +3.2% |
| 3M | +13.6% | -30.1% | +43.8% | +22.5% |
| 6M | +16.2% | +2.7% | +13.5% | +11.6% |
| YTD | -16.6% | +44.1% | -60.7% | -27.7% |
| 1Y | -23.2% | +38.7% | -61.9% | -33.7% |
| 3Y | +71.7% | +309.8% | -238.1% | +6.1% |
| 5Y | +74.8% | +1,569.7% | -1,494.9% | -26.3% |
| 10Y | +711.6% | +1,520.5% | -808.9% | +187.3% |
| All | +711.6% | +1,504.3% | -792.7% | +187.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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