+102.7%
MO vs KKR
+64.7%
+38.0%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +0.1% | -6.2% | +6.3% | +0.3% |
| 30D | +7.1% | -8.9% | +16.0% | +7.4% |
| 3M | -2.0% | +6.3% | -8.2% | -2.2% |
| 6M | +7.3% | +16.5% | -9.2% | +6.6% |
| YTD | +23.5% | -20.3% | +43.7% | +24.6% |
| 1Y | +11.0% | -29.8% | +40.8% | +12.7% |
| 3Y | +95.0% | +63.2% | +31.8% | +80.2% |
| All | +102.7% | +64.7% | +38.0% | +77.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling