+696.7%
KKR vs MOS
+12.4%
+684.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -6.2% | -1.7% | -4.4% | -5.7% |
| 30D | -8.9% | +12.4% | -21.3% | -11.9% |
| 3M | +6.3% | +20.5% | -14.2% | +0.1% |
| 6M | +16.5% | -12.0% | +28.4% | +18.3% |
| YTD | -20.3% | +7.4% | -27.7% | -24.2% |
| 1Y | -29.8% | -22.5% | -7.3% | -27.0% |
| 3Y | +63.2% | -25.5% | +88.7% | +65.8% |
| 5Y | +68.0% | -10.1% | +78.1% | +53.1% |
| All | +696.7% | +12.4% | +684.3% | +483.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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