+74.8%
KKR vs MSCI
-10.9%
+85.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | +0.5% |
| 7D | -0.6% | -2.1% | +1.4% | +0.7% |
| 30D | +3.0% | -1.7% | +4.8% | +4.2% |
| 3M | +13.6% | -8.2% | +21.9% | +18.7% |
| 6M | +16.2% | -2.4% | +18.7% | +16.1% |
| YTD | -16.6% | -2.8% | -13.8% | -16.7% |
| 1Y | -23.2% | -2.7% | -20.6% | -24.0% |
| 3Y | +71.7% | +7.3% | +64.4% | +54.4% |
| 5Y | +74.8% | -11.4% | +86.2% | +65.0% |
| All | +74.8% | -10.9% | +85.7% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling