+181.3%
MCD vs KKR
+703.2%
-521.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.6% |
| 7D | -2.9% | -2.2% | -0.7% | -2.5% |
| 30D | -6.7% | +0.3% | -7.0% | -6.9% |
| 3M | -9.6% | +8.8% | -18.4% | -11.2% |
| 6M | -22.3% | +14.9% | -37.2% | -24.8% |
| YTD | -15.4% | -17.9% | +2.4% | -13.2% |
| 1Y | -16.8% | -23.7% | +6.9% | -13.7% |
| 3Y | -2.4% | +69.1% | -71.5% | -20.0% |
| 5Y | +19.4% | +72.6% | -53.2% | -6.9% |
| 10Y | +181.3% | +728.2% | -546.9% | +44.4% |
| All | +181.3% | +703.2% | -521.9% | +44.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling