+110.7%
KKR vs MSFU
+71.2%
+39.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -8.1% | -6.9% | -1.2% | -5.9% |
| 30D | -9.1% | -5.1% | -4.0% | -7.6% |
| 3M | +6.4% | +44.6% | -38.3% | -8.1% |
| 6M | +12.6% | +32.8% | -20.3% | -1.7% |
| YTD | -20.4% | -10.1% | -10.4% | -20.5% |
| 1Y | -27.1% | -19.4% | -7.7% | -24.6% |
| 3Y | +63.8% | +26.2% | +37.6% | +30.2% |
| All | +110.7% | +71.2% | +39.4% | +41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling