+63.2%
KKR vs MRNA
+34.8%
+28.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.4% | -5.2% | -0.1% |
| 7D | -6.2% | -1.1% | -5.1% | -6.1% |
| 30D | -8.9% | +126.1% | -135.0% | -16.6% |
| 3M | +6.3% | +190.0% | -183.8% | -7.4% |
| 6M | +16.5% | +157.2% | -140.8% | +3.0% |
| YTD | -20.3% | +388.2% | -408.5% | -37.4% |
| 1Y | -29.8% | +467.0% | -496.8% | -46.9% |
| 3Y | +63.2% | +36.1% | +27.1% | +33.9% |
| All | +63.2% | +34.8% | +28.4% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 3y: compounded portfolio wealth divided by compounded MRNA 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…
3y analysis · Full analysis span regression · 6 months rolling