-18.2%
KKR vs MOD
-6.2%
-12.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +27.9% | -27.0% | -1.5% |
| 7D | +1.6% | +40.4% | -38.8% | -1.8% |
| 30D | +14.5% | -14.0% | +28.5% | +16.3% |
| 3M | -15.0% | -33.3% | +18.4% | -10.7% |
| 6M | +1.0% | -51.4% | +52.4% | +10.0% |
| YTD | -22.6% | +1.6% | -24.3% | -25.7% |
| 1Y | -18.2% | +5.4% | -23.6% | -22.8% |
| All | -18.2% | -6.2% | -12.0% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling