+695.1%
KKR vs MSCI
+625.6%
+69.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.3% |
| 7D | -8.1% | -4.7% | -3.4% | -5.4% |
| 30D | -9.1% | -2.2% | -6.9% | -7.9% |
| 3M | +6.4% | -9.7% | +16.0% | +12.0% |
| 6M | +12.6% | +0.3% | +12.3% | +10.8% |
| YTD | -20.4% | -3.5% | -16.9% | -20.1% |
| 1Y | -27.1% | -1.4% | -25.7% | -28.3% |
| 3Y | +63.8% | +6.6% | +57.3% | +50.1% |
| 5Y | +67.6% | -10.9% | +78.5% | +67.2% |
| All | +695.1% | +625.6% | +69.5% | +192.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSCI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling