+292.5%
MMM vs KKR
+1,697.8%
-1,405.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +2.0% | +0.7% |
| 7D | -3.3% | -0.9% | -2.4% | -3.1% |
| 30D | -7.0% | +2.2% | -9.2% | -7.8% |
| 3M | +10.8% | +13.1% | -2.2% | +6.3% |
| 6M | +5.8% | +15.3% | -9.5% | +0.3% |
| YTD | +6.8% | -15.0% | +21.8% | +10.5% |
| 1Y | +10.4% | -21.0% | +31.4% | +16.4% |
| 3Y | +104.7% | +76.7% | +28.0% | +64.0% |
| 5Y | +23.6% | +74.3% | -50.8% | -4.2% |
| 10Y | +54.1% | +753.7% | -699.6% | -28.9% |
| All | +292.5% | +1,697.8% | -1,405.3% | +32.0% |
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