-21.0%
KKR vs MTZ
+30.9%
-51.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -4.0% | -2.0% |
| 7D | -0.9% | -1.6% | +0.7% | -0.8% |
| 30D | +2.2% | -11.1% | +13.2% | +3.0% |
| 3M | +13.1% | -36.7% | +49.8% | +16.3% |
| 6M | +15.3% | -21.9% | +37.2% | +14.1% |
| YTD | -15.0% | +9.1% | -24.1% | -21.7% |
| 1Y | -21.0% | +30.0% | -51.0% | -30.0% |
| All | -21.0% | +30.9% | -51.9% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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