+63.2%
KKR vs MRSH
-4.9%
+68.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -6.2% | -4.8% | -1.4% | -4.8% |
| 30D | -8.9% | -6.3% | -2.5% | -7.0% |
| 3M | +6.3% | +5.8% | +0.5% | +4.0% |
| 6M | +16.5% | +2.8% | +13.7% | +14.7% |
| YTD | -20.3% | -3.1% | -17.1% | -20.0% |
| 1Y | -29.8% | -11.3% | -18.5% | -26.8% |
| 3Y | +63.2% | -5.0% | +68.1% | +68.4% |
| All | +63.2% | -4.9% | +68.1% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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