+1,750.7%
KKR vs MSCI
+1,983.6%
-233.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -1.7% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | +2.2% | +0.6% | +1.6% | +1.8% |
| 3M | +13.1% | -7.1% | +20.1% | +17.0% |
| 6M | +15.3% | +0.8% | +14.4% | +13.2% |
| YTD | -15.0% | +1.0% | -16.0% | -16.9% |
| 1Y | -21.0% | +4.3% | -25.3% | -24.8% |
| 3Y | +76.7% | +9.9% | +66.8% | +59.5% |
| 5Y | +74.3% | -6.8% | +81.1% | +71.0% |
| 10Y | +753.7% | +614.7% | +139.1% | +148.9% |
| All | +1,750.7% | +1,983.6% | -233.0% | +176.2% |
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 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