+1,569.8%
KKR vs MSCI
+2,269.1%
-699.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -1.9% |
| 7D | -1.1% | -0.7% | -0.4% | -0.7% |
| 30D | +11.5% | +16.2% | -4.7% | +2.0% |
| 3M | -12.4% | +16.1% | -28.5% | -19.8% |
| 6M | -1.9% | +12.9% | -14.8% | -9.9% |
| YTD | -23.3% | +14.8% | -38.1% | -30.5% |
| 1Y | -20.4% | +13.8% | -34.2% | -27.6% |
| 3Y | +56.1% | +31.2% | +24.8% | +26.7% |
| 5Y | +28.4% | +5.6% | +22.9% | +17.4% |
| 10Y | +664.6% | +806.4% | -141.8% | +94.5% |
| All | +1,569.8% | +2,269.1% | -699.3% | +130.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling