-18.2%
KKR vs MSI
+37.5%
-55.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +1.6% | +3.2% | -1.6% | +1.4% |
| 30D | +14.5% | +17.6% | -3.0% | +13.4% |
| 3M | -15.0% | +14.5% | -29.5% | -15.6% |
| 6M | +1.0% | +34.3% | -33.2% | +0.5% |
| YTD | -22.6% | +39.7% | -62.4% | -24.8% |
| 1Y | -18.2% | +40.2% | -58.4% | -17.1% |
| All | -18.2% | +37.5% | -55.7% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling