+743.1%
MO vs KKR
+1,637.1%
-893.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.2% |
| 7D | -2.4% | -2.2% | -0.2% | -2.1% |
| 30D | +3.6% | +0.3% | +3.3% | +3.5% |
| 3M | -3.7% | +8.8% | -12.5% | -4.9% |
| 6M | +4.5% | +14.9% | -10.4% | +2.2% |
| YTD | +21.5% | -17.9% | +39.4% | +23.6% |
| 1Y | +9.5% | -23.7% | +33.2% | +12.2% |
| 3Y | +93.6% | +69.1% | +24.5% | +70.4% |
| 5Y | +97.5% | +72.6% | +24.9% | +68.5% |
| 10Y | +111.2% | +728.2% | -617.1% | +38.0% |
| All | +743.1% | +1,637.1% | -893.9% | +378.5% |
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