+1,584.4%
KKR vs MUB
+52.6%
+1,531.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.2% |
| 7D | +1.6% | -1.3% | +2.9% | +2.7% |
| 30D | +14.5% | +2.2% | +12.4% | +12.5% |
| 3M | -15.0% | -1.6% | -13.3% | -13.7% |
| 6M | +1.0% | -1.3% | +2.3% | +2.3% |
| YTD | -22.6% | -0.7% | -22.0% | -22.1% |
| 1Y | -18.2% | -0.2% | -18.0% | -17.9% |
| 3Y | +56.4% | +9.6% | +46.8% | +44.7% |
| 5Y | +29.6% | +2.6% | +27.0% | +25.0% |
| 10Y | +671.3% | +21.5% | +649.8% | +642.1% |
| All | +1,584.4% | +52.6% | +1,531.7% | +1,560.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling