+1,750.7%
KKR vs MOD
+1,973.1%
-222.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.3% | -6.2% | -3.0% |
| 7D | -0.9% | +9.6% | -10.5% | -3.4% |
| 30D | +2.2% | 0.0% | +2.1% | +1.9% |
| 3M | +13.1% | -35.4% | +48.4% | +25.1% |
| 6M | +15.3% | -7.3% | +22.5% | +13.4% |
| YTD | -15.0% | +45.8% | -60.8% | -27.4% |
| 1Y | -21.0% | +43.1% | -64.1% | -33.3% |
| 3Y | +76.7% | +297.7% | -221.0% | +4.6% |
| 5Y | +74.3% | +1,478.8% | -1,404.4% | -32.9% |
| 10Y | +753.7% | +1,633.4% | -879.7% | +153.1% |
| All | +1,750.7% | +1,973.1% | -222.4% | +374.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling