+74.7%
MRK vs KKR
-26.9%
+101.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -4.3% | -6.2% | +1.9% | -4.2% |
| 30D | +8.3% | -8.9% | +17.1% | +8.3% |
| 3M | +20.0% | +6.3% | +13.8% | +20.8% |
| 6M | +25.7% | +16.5% | +9.2% | +26.7% |
| YTD | +38.7% | -20.3% | +59.0% | +41.3% |
| 1Y | +74.7% | -29.8% | +104.5% | +68.6% |
| All | +74.7% | -26.9% | +101.6% | +68.6% |
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