+23.0%
MMM vs KKR
-12.5%
+35.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +5.6% | +4.0% | +8.4% |
| 7D | +12.2% | +8.9% | +3.3% | +10.4% |
| 30D | +18.8% | +12.7% | +6.2% | +16.2% |
| 3M | +7.4% | -6.2% | +13.5% | +8.1% |
| 6M | +38.3% | -1.5% | +39.9% | +37.7% |
| YTD | +22.9% | -20.1% | +42.9% | +30.1% |
| 1Y | +23.0% | -13.7% | +36.7% | +26.2% |
| All | +23.0% | -12.5% | +35.5% | +26.2% |
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