+254.1%
MP vs KKR
+225.3%
+28.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +6.0% |
| 7D | -10.5% | +2.2% | -12.7% | -12.0% |
| 30D | -23.5% | +7.6% | -31.1% | -27.0% |
| 3M | -25.4% | -6.5% | -19.0% | -23.3% |
| 6M | -51.3% | -3.9% | -47.4% | -51.1% |
| YTD | -29.9% | -23.9% | -6.0% | -21.0% |
| 1Y | -31.8% | -18.5% | -13.3% | -26.4% |
| 3Y | +127.0% | +65.8% | +61.2% | +35.8% |
| 5Y | -3.3% | +25.3% | -28.6% | -34.8% |
| All | +254.1% | +225.3% | +28.8% | +68.3% |
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 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