-8.1%
MCD vs KKR
-16.1%
+7.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.6% |
| 7D | -1.9% | -1.3% | -0.7% | -1.9% |
| 30D | +16.6% | +9.3% | +7.3% | +16.2% |
| 3M | +0.9% | -9.8% | +10.8% | +0.4% |
| 6M | +1.5% | +1.0% | +0.5% | +1.2% |
| YTD | -8.3% | -21.1% | +12.7% | -7.7% |
| 1Y | -8.1% | -17.0% | +8.8% | -9.7% |
| All | -8.1% | -16.1% | +7.9% | -9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling