+696.7%
KKR vs MUB
+17.2%
+679.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | -0.5% |
| 7D | -6.2% | -0.8% | -5.3% | -4.9% |
| 30D | -8.9% | -2.4% | -6.5% | -5.3% |
| 3M | +6.3% | -2.8% | +9.1% | +11.2% |
| 6M | +16.5% | -2.2% | +18.7% | +20.8% |
| YTD | -20.3% | -1.6% | -18.7% | -18.1% |
| 1Y | -29.8% | 0.0% | -29.8% | -29.7% |
| 3Y | +63.2% | +7.9% | +55.3% | +43.9% |
| 5Y | +68.0% | +1.2% | +66.7% | +62.2% |
| All | +696.7% | +17.2% | +679.5% | +702.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling