+68.9%
MP vs KKR
+76.6%
-7.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.6% |
| 7D | +3.0% | -0.6% | +3.7% | +3.3% |
| 30D | +8.3% | +3.0% | +5.3% | +6.2% |
| 3M | -3.8% | +13.6% | -17.5% | -11.5% |
| 6M | -4.9% | +16.2% | -21.1% | -14.2% |
| YTD | +9.6% | -16.6% | +26.2% | +18.2% |
| 1Y | -11.7% | -23.2% | +11.5% | -0.5% |
| 3Y | +158.5% | +71.7% | +86.8% | +47.6% |
| 5Y | +68.9% | +74.8% | -5.9% | -3.3% |
| All | +68.9% | +76.6% | -7.7% | -3.3% |
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