-13.7%
KKR vs MTZ
-14.7%
+1.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -15.4% | +21.0% | +5.9% |
| 7D | +8.9% | -7.4% | +16.3% | +8.7% |
| 30D | +12.7% | -23.6% | +36.3% | +13.7% |
| 3M | -6.2% | -38.3% | +32.1% | -4.2% |
| 6M | -1.5% | -60.6% | +59.1% | +3.7% |
| YTD | -20.1% | -22.9% | +2.8% | -25.8% |
| 1Y | -13.7% | -14.3% | +0.6% | -21.4% |
| All | -13.7% | -14.7% | +1.0% | -21.4% |
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