+1,750.7%
KKR vs MOS
-17.8%
+1,768.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.3% | -2.3% |
| 7D | -0.9% | +9.5% | -10.4% | -3.7% |
| 30D | +2.2% | +10.4% | -8.3% | -1.2% |
| 3M | +13.1% | +12.9% | +0.2% | +7.7% |
| 6M | +15.3% | +1.2% | +14.0% | +11.7% |
| YTD | -15.0% | +9.3% | -24.3% | -20.2% |
| 1Y | -21.0% | -18.0% | -3.0% | -19.2% |
| 3Y | +76.7% | -29.0% | +105.7% | +82.6% |
| 5Y | +74.3% | -9.6% | +83.9% | +56.3% |
| 10Y | +753.7% | +6.1% | +747.7% | +513.5% |
| All | +1,750.7% | -17.8% | +1,768.4% | +1,508.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling