+695.1%
KKR vs MSI
+601.8%
+93.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.6% |
| 7D | -8.1% | -1.8% | -6.3% | -7.1% |
| 30D | -9.1% | -0.6% | -8.5% | -8.9% |
| 3M | +6.4% | +13.0% | -6.7% | -2.0% |
| 6M | +12.6% | +0.5% | +12.0% | +10.5% |
| YTD | -20.4% | +21.7% | -42.1% | -31.5% |
| 1Y | -27.1% | -2.6% | -24.4% | -27.6% |
| 3Y | +63.8% | +69.7% | -5.8% | +12.0% |
| 5Y | +67.6% | +102.8% | -35.2% | +1.3% |
| All | +695.1% | +601.8% | +93.2% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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