+91.6%
MA vs KKR
+36.6%
+54.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.4% | -0.4% |
| 7D | +1.8% | +5.1% | -3.3% | +0.2% |
| 30D | +11.8% | +10.9% | +0.9% | +8.2% |
| 3M | +17.2% | -2.9% | +20.0% | +17.7% |
| 6M | +33.4% | -1.2% | +34.6% | +32.7% |
| YTD | +16.1% | -20.4% | +36.6% | +22.8% |
| 1Y | +19.9% | -15.4% | +35.3% | +23.9% |
| 3Y | +70.1% | +61.9% | +8.2% | +27.6% |
| All | +91.6% | +36.6% | +54.9% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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