+1,716.3%
KKR vs MSI
+1,838.6%
-122.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.2% |
| 7D | -0.6% | -5.8% | +5.1% | +2.8% |
| 30D | +3.0% | -1.0% | +4.0% | +3.5% |
| 3M | +13.6% | +14.2% | -0.5% | +4.5% |
| 6M | +16.2% | +1.0% | +15.2% | +13.7% |
| YTD | -16.6% | +21.5% | -38.1% | -27.6% |
| 1Y | -23.2% | -2.1% | -21.1% | -24.1% |
| 3Y | +71.7% | +69.3% | +2.4% | +20.4% |
| 5Y | +74.8% | +99.3% | -24.5% | +10.8% |
| 10Y | +711.6% | +595.0% | +116.5% | +154.5% |
| All | +1,716.3% | +1,838.6% | -122.3% | +241.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling