+443.0%
MP vs KKR
+251.0%
+192.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.4% | -1.1% |
| 7D | -0.7% | -2.2% | +1.5% | +0.4% |
| 30D | -0.7% | +0.3% | -0.9% | -1.2% |
| 3M | 0.0% | +8.8% | -8.8% | -5.5% |
| 6M | -10.0% | +14.9% | -24.9% | -18.2% |
| YTD | +7.5% | -17.9% | +25.4% | +16.8% |
| 1Y | -14.0% | -23.7% | +9.7% | -3.0% |
| 3Y | +153.5% | +69.1% | +84.4% | +51.7% |
| 5Y | +62.7% | +72.6% | -9.8% | -6.4% |
| All | +443.0% | +251.0% | +192.0% | +148.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling