+66.5%
KKR vs MTZ
+168.2%
-101.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -1.0% |
| 7D | -6.2% | +1.4% | -7.5% | -6.7% |
| 30D | -8.9% | -14.5% | +5.6% | -4.1% |
| 3M | +6.3% | -32.9% | +39.2% | +18.6% |
| 6M | +16.5% | -20.8% | +37.3% | +19.7% |
| YTD | -20.3% | +10.6% | -30.9% | -29.8% |
| 1Y | -29.8% | +27.1% | -56.9% | -42.3% |
| 3Y | +63.2% | +166.1% | -103.0% | -3.8% |
| All | +66.5% | +168.2% | -101.7% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling