+129.9%
MRK vs KKR
+64.7%
+65.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -4.3% | -6.2% | +1.9% | -3.9% |
| 30D | +8.3% | -8.9% | +17.1% | +8.9% |
| 3M | +20.0% | +6.3% | +13.8% | +19.6% |
| 6M | +25.7% | +16.5% | +9.2% | +24.4% |
| YTD | +38.7% | -20.3% | +59.0% | +40.6% |
| 1Y | +74.7% | -29.8% | +104.5% | +78.4% |
| 3Y | +45.4% | +63.2% | -17.8% | +40.5% |
| All | +129.9% | +64.7% | +65.1% | +121.5% |
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