+497.9%
MCD vs KKR
+1,569.6%
-1,071.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.5% |
| 7D | -1.9% | -1.3% | -0.7% | -1.7% |
| 30D | +16.6% | +9.3% | +7.3% | +14.9% |
| 3M | +0.9% | -9.8% | +10.8% | +2.6% |
| 6M | +1.5% | +1.0% | +0.5% | +0.9% |
| YTD | -8.3% | -21.1% | +12.7% | -5.6% |
| 1Y | -8.1% | -17.0% | +8.8% | -6.4% |
| 3Y | +10.3% | +60.6% | -50.3% | -4.9% |
| 5Y | +23.4% | +33.6% | -10.2% | +7.4% |
| 10Y | +205.9% | +687.0% | -481.1% | +82.7% |
| All | +497.9% | +1,569.6% | -1,071.8% | +200.6% |
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