+1,636.4%
KKR vs MOH
+912.7%
+723.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.2% |
| 7D | -6.2% | +1.7% | -7.9% | -6.5% |
| 30D | -8.9% | -0.9% | -8.0% | -8.7% |
| 3M | +6.3% | +5.7% | +0.6% | +4.4% |
| 6M | +16.5% | +39.1% | -22.7% | +7.0% |
| YTD | -20.3% | +17.7% | -37.9% | -25.4% |
| 1Y | -29.8% | +8.4% | -38.2% | -33.6% |
| 3Y | +63.2% | -36.6% | +99.7% | +65.2% |
| 5Y | +68.0% | -19.1% | +87.0% | +57.7% |
| 10Y | +704.3% | +262.8% | +441.5% | +392.1% |
| All | +1,636.4% | +912.7% | +723.7% | +555.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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