+63.2%
KKR vs MXL
+222.8%
-159.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.5% | -7.3% | -0.6% |
| 7D | -6.2% | +18.9% | -25.0% | -8.1% |
| 30D | -8.9% | +0.3% | -9.2% | -9.3% |
| 3M | +6.3% | -8.0% | +14.3% | +4.0% |
| 6M | +16.5% | +341.2% | -324.8% | -19.7% |
| YTD | -20.3% | +327.8% | -348.1% | -44.9% |
| 1Y | -29.8% | +364.9% | -394.7% | -52.9% |
| 3Y | +63.2% | +229.2% | -166.0% | +6.1% |
| All | +63.2% | +222.8% | -159.6% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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