+1,557.4%
KKR vs MOS
-28.3%
+1,585.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | +2.2% | +21.6% | -19.4% | -3.9% |
| 30D | +7.6% | +12.0% | -4.4% | +3.3% |
| 3M | -6.5% | -3.9% | -2.6% | -6.4% |
| 6M | -3.9% | -3.3% | -0.6% | -4.9% |
| YTD | -23.9% | -4.6% | -19.2% | -26.1% |
| 1Y | -18.5% | -7.0% | -11.6% | -20.5% |
| 3Y | +65.8% | -24.4% | +90.2% | +66.4% |
| 5Y | +25.3% | -32.1% | +57.4% | +23.3% |
| 10Y | +720.2% | +10.3% | +709.8% | +469.1% |
| All | +1,557.4% | -28.3% | +1,585.7% | +1,389.8% |
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