+199.5%
MCHP vs KKR
+710.9%
-511.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.5% |
| 7D | 0.0% | -6.2% | +6.2% | +4.0% |
| 30D | -6.0% | -8.9% | +2.8% | -1.0% |
| 3M | -19.7% | +6.3% | -25.9% | -23.4% |
| 6M | +14.0% | +16.5% | -2.4% | +1.5% |
| YTD | +18.4% | -20.3% | +38.7% | +31.3% |
| 1Y | +17.1% | -29.8% | +46.9% | +39.9% |
| 3Y | +0.7% | +63.2% | -62.5% | -32.7% |
| 5Y | +5.1% | +68.0% | -62.9% | -33.9% |
| All | +199.5% | +710.9% | -511.4% | -14.1% |
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