-1.5%
MCD vs KKR
+75.8%
-77.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.1% |
| 7D | -2.0% | -0.6% | -1.4% | -2.0% |
| 30D | -6.1% | +3.0% | -9.2% | -6.2% |
| 3M | -7.3% | +13.6% | -20.9% | -7.5% |
| 6M | -20.9% | +16.2% | -37.2% | -21.2% |
| YTD | -14.7% | -16.6% | +1.9% | -14.2% |
| 1Y | -16.1% | -23.2% | +7.1% | -15.6% |
| 3Y | -1.5% | +71.7% | -73.2% | -5.8% |
| All | -1.5% | +75.8% | -77.3% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling