+1,636.4%
KKR vs MXL
+434.2%
+1,202.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.5% | -7.3% | -1.3% |
| 7D | -6.2% | +18.9% | -25.0% | -9.5% |
| 30D | -8.9% | +0.3% | -9.2% | -9.7% |
| 3M | +6.3% | -8.0% | +14.3% | +2.5% |
| 6M | +16.5% | +341.2% | -324.8% | -29.5% |
| YTD | -20.3% | +327.8% | -348.1% | -51.6% |
| 1Y | -29.8% | +364.9% | -394.7% | -58.8% |
| 3Y | +63.2% | +229.2% | -166.0% | -7.3% |
| 5Y | +68.0% | +42.8% | +25.2% | +12.6% |
| 10Y | +704.3% | +303.1% | +401.2% | +279.0% |
| All | +1,636.4% | +434.2% | +1,202.3% | +550.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling