+1,618.7%
KKR vs MSCI
+2,305.5%
-686.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.2% |
| 7D | -1.3% | -1.9% | +0.6% | -0.1% |
| 30D | +9.3% | +16.5% | -7.1% | -0.1% |
| 3M | -9.8% | +18.2% | -28.0% | -18.4% |
| 6M | +1.0% | +14.0% | -13.0% | -7.7% |
| YTD | -21.1% | +16.6% | -37.7% | -29.1% |
| 1Y | -17.0% | +14.8% | -31.8% | -24.8% |
| 3Y | +60.6% | +33.3% | +27.4% | +29.2% |
| 5Y | +33.6% | +9.1% | +24.5% | +19.8% |
| 10Y | +687.0% | +820.4% | -133.3% | +98.4% |
| All | +1,618.7% | +2,305.5% | -686.8% | +135.5% |
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