+651.4%
KKR vs MOS
-3.5%
+654.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.7% |
| 7D | +1.6% | -2.0% | +3.6% | +2.2% |
| 30D | +14.5% | +15.3% | -0.8% | +9.8% |
| 3M | -15.0% | +1.5% | -16.5% | -16.0% |
| 6M | +1.0% | -2.0% | +3.0% | -0.2% |
| YTD | -22.6% | -6.5% | -16.1% | -24.2% |
| 1Y | -18.2% | -11.1% | -7.2% | -18.8% |
| 3Y | +56.4% | -30.3% | +86.6% | +60.9% |
| 5Y | +29.6% | -33.5% | +63.1% | +28.9% |
| All | +651.4% | -3.5% | +654.9% | +463.1% |
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