+617.7%
MCHP vs KKR
+1,583.3%
-965.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -0.4% |
| 7D | -2.1% | -8.1% | +6.0% | +2.2% |
| 30D | -11.1% | -9.1% | -2.0% | -7.0% |
| 3M | -18.1% | +6.4% | -24.4% | -21.2% |
| 6M | +10.8% | +12.6% | -1.8% | +2.5% |
| YTD | +14.2% | -20.4% | +34.7% | +24.8% |
| 1Y | +13.5% | -27.1% | +40.5% | +29.0% |
| 3Y | -2.0% | +63.8% | -65.8% | -27.5% |
| 5Y | +1.4% | +67.6% | -66.2% | -27.5% |
| 10Y | +195.5% | +702.6% | -507.1% | +11.2% |
| All | +617.7% | +1,583.3% | -965.6% | +97.6% |
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