+104.8%
KKR vs MSFU
+88.0%
+16.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +1.6% | -2.8% | +4.4% | +2.4% |
| 30D | +14.5% | -5.3% | +19.9% | +15.8% |
| 3M | -15.0% | +7.2% | -22.2% | -17.7% |
| 6M | +1.0% | +51.0% | -50.0% | -15.4% |
| YTD | -22.6% | -1.2% | -21.4% | -25.7% |
| 1Y | -18.2% | -10.3% | -7.9% | -18.7% |
| 3Y | +56.4% | +22.2% | +34.2% | +26.6% |
| All | +104.8% | +88.0% | +16.8% | +31.8% |
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