-13.7%
KKR vs MSFU
-2.2%
-11.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +13.5% | -7.9% | +3.4% |
| 7D | +8.9% | +8.2% | +0.7% | +7.4% |
| 30D | +12.7% | +10.2% | +2.5% | +10.6% |
| 3M | -6.2% | +22.9% | -29.1% | -9.6% |
| 6M | -1.5% | +63.2% | -64.7% | -9.2% |
| YTD | -20.1% | +11.7% | -31.8% | -27.7% |
| 1Y | -13.7% | -3.5% | -10.2% | -22.7% |
| All | -13.7% | -2.2% | -11.5% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling