+1,750.7%
KKR vs MUB
+52.5%
+1,698.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.9% | -1.9% |
| 7D | -0.9% | -0.9% | 0.0% | -0.1% |
| 30D | +2.2% | -1.4% | +3.6% | +3.4% |
| 3M | +13.1% | -2.2% | +15.2% | +15.2% |
| 6M | +15.3% | -1.9% | +17.1% | +17.2% |
| YTD | -15.0% | -0.8% | -14.2% | -14.3% |
| 1Y | -21.0% | +2.7% | -23.7% | -22.6% |
| 3Y | +76.7% | +8.6% | +68.1% | +64.8% |
| 5Y | +74.3% | +2.0% | +72.3% | +68.7% |
| 10Y | +753.7% | +17.9% | +735.8% | +714.1% |
| All | +1,750.7% | +52.5% | +1,698.2% | +1,725.6% |
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