+720.4%
KKR vs MSCI
+634.8%
+85.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.1% | -1.9% |
| 7D | -2.2% | -1.1% | -1.1% | -1.6% |
| 30D | +0.3% | -1.2% | +1.4% | +0.9% |
| 3M | +8.8% | -8.4% | +17.2% | +13.5% |
| 6M | +14.9% | -1.0% | +15.9% | +14.0% |
| YTD | -17.9% | -2.3% | -15.6% | -18.2% |
| 1Y | -23.7% | -1.2% | -22.5% | -25.0% |
| 3Y | +69.1% | +7.9% | +61.1% | +53.7% |
| 5Y | +72.6% | -10.1% | +82.6% | +71.1% |
| All | +720.4% | +634.8% | +85.7% | +199.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling