+31.2%
KKR vs MUB
+2.5%
+28.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.5% |
| 7D | +1.6% | -1.3% | +2.9% | +3.9% |
| 30D | +14.5% | +2.2% | +12.4% | +10.4% |
| 3M | -15.0% | -1.6% | -13.3% | -12.4% |
| 6M | +1.0% | -1.3% | +2.3% | +3.6% |
| YTD | -22.6% | -0.7% | -22.0% | -21.5% |
| 1Y | -18.2% | -0.2% | -18.0% | -17.6% |
| 3Y | +56.4% | +9.6% | +46.8% | +26.9% |
| All | +31.2% | +2.5% | +28.7% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling