+68.0%
KKR vs MSI
+68.0%
0.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | -2.2% | -4.0% | +1.8% | -0.6% |
| 30D | +0.3% | -0.5% | +0.7% | +0.4% |
| 3M | +8.8% | +11.4% | -2.6% | +3.7% |
| 6M | +14.9% | +1.0% | +13.9% | +14.1% |
| YTD | -17.9% | +20.7% | -38.5% | -27.0% |
| 1Y | -23.7% | -2.7% | -21.0% | -22.3% |
| All | +68.0% | +68.0% | 0.0% | +27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling