+117.4%
KKR vs MSFU
+70.7%
+46.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -2.2% | -2.3% | +0.1% | -1.5% |
| 30D | +0.3% | -6.3% | +6.5% | +2.2% |
| 3M | +8.8% | +40.0% | -31.1% | -4.8% |
| 6M | +14.9% | +30.1% | -15.2% | +1.1% |
| YTD | -17.9% | -10.3% | -7.6% | -17.9% |
| 1Y | -23.7% | -19.0% | -4.7% | -21.3% |
| 3Y | +69.1% | +25.8% | +43.3% | +34.5% |
| All | +117.4% | +70.7% | +46.7% | +45.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling