+84.6%
MRK vs KKR
-12.5%
+97.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.6% | -1.6% | +3.7% |
| 7D | +6.7% | +8.9% | -2.2% | +6.3% |
| 30D | +7.8% | +12.7% | -4.9% | +7.3% |
| 3M | +18.2% | -6.2% | +24.3% | +18.1% |
| 6M | +34.7% | -1.5% | +36.2% | +34.6% |
| YTD | +45.8% | -20.1% | +65.8% | +49.8% |
| 1Y | +84.6% | -13.7% | +98.3% | +84.8% |
| All | +84.6% | -12.5% | +97.0% | +84.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling