+2,882.6%
MA vs KKR
+1,697.8%
+1,184.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.4% |
| 7D | -2.7% | -0.9% | -1.8% | -2.4% |
| 30D | +1.5% | +2.2% | -0.6% | +0.3% |
| 3M | +20.4% | +13.1% | +7.4% | +14.0% |
| 6M | +11.1% | +15.3% | -4.1% | +3.6% |
| YTD | +2.0% | -15.0% | +17.0% | +6.2% |
| 1Y | -2.2% | -21.0% | +18.8% | +4.1% |
| 3Y | +41.9% | +76.7% | -34.8% | +1.7% |
| 5Y | +75.4% | +74.3% | +1.0% | +20.3% |
| 10Y | +527.5% | +753.7% | -226.2% | +117.5% |
| All | +2,882.6% | +1,697.8% | +1,184.9% | +649.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling