+66.5%
KKR vs MRNA
-67.9%
+134.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.4% | -5.2% | -0.2% |
| 7D | -6.2% | -1.1% | -5.1% | -6.1% |
| 30D | -8.9% | +126.1% | -135.0% | -21.2% |
| 3M | +6.3% | +190.0% | -183.8% | -13.4% |
| 6M | +16.5% | +157.2% | -140.8% | -3.4% |
| YTD | -20.3% | +388.2% | -408.5% | -42.7% |
| 1Y | -29.8% | +467.0% | -496.8% | -51.8% |
| 3Y | +63.2% | +36.1% | +27.1% | +39.1% |
| All | +66.5% | -67.9% | +134.3% | +68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling