+1,171.8%
MPC vs KKR
+670.8%
+501.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | +0.1% |
| 7D | +11.2% | +1.6% | +9.6% | +10.4% |
| 30D | -14.5% | +14.5% | -29.0% | -19.9% |
| 3M | +16.7% | -15.0% | +31.6% | +23.6% |
| 6M | +67.6% | +1.0% | +66.5% | +62.6% |
| YTD | +157.9% | -22.6% | +180.6% | +177.7% |
| 1Y | +116.7% | -18.2% | +134.9% | +126.3% |
| 3Y | +199.8% | +56.4% | +143.4% | +104.9% |
| 5Y | +604.4% | +29.6% | +574.9% | +404.4% |
| All | +1,171.8% | +670.8% | +501.0% | +205.7% |
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