+1,585.1%
KKR vs MOD
+1,030.5%
+554.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.9% | -8.2% | -0.9% |
| 7D | +0.1% | -13.9% | +14.0% | +2.7% |
| 30D | +7.9% | -41.5% | +49.4% | +21.9% |
| 3M | -4.4% | -45.7% | +41.3% | +9.5% |
| 6M | -4.0% | -61.1% | +57.2% | +17.8% |
| YTD | -22.6% | -20.5% | -2.1% | -24.2% |
| 1Y | -18.6% | -32.1% | +13.6% | -17.4% |
| 3Y | +60.6% | +146.5% | -85.8% | +5.8% |
| 5Y | +28.4% | +812.7% | -784.3% | -43.9% |
| 10Y | +735.7% | +966.8% | -231.1% | +174.6% |
| All | +1,585.1% | +1,030.5% | +554.6% | +395.1% |
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