+56.4%
KKR vs MUB
+9.9%
+46.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.3% |
| 7D | +1.6% | -1.3% | +2.9% | +3.1% |
| 30D | +14.5% | +2.2% | +12.4% | +11.9% |
| 3M | -15.0% | -1.6% | -13.3% | -13.4% |
| 6M | +1.0% | -1.3% | +2.3% | +2.6% |
| YTD | -22.6% | -0.7% | -22.0% | -21.8% |
| 1Y | -18.2% | -0.2% | -18.0% | -17.6% |
| 3Y | +56.4% | +9.6% | +46.8% | +29.0% |
| All | +56.4% | +9.9% | +46.4% | +29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling