+278.0%
MRVL vs KKR
+66.4%
+211.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -1.2% |
| 7D | +8.7% | -8.1% | +16.8% | +15.4% |
| 30D | +6.9% | -9.1% | +16.0% | +13.9% |
| 3M | -10.1% | +6.4% | -16.5% | -15.7% |
| 6M | +143.4% | +12.6% | +130.9% | +115.1% |
| YTD | +167.5% | -20.4% | +187.9% | +203.2% |
| 1Y | +239.0% | -27.1% | +266.0% | +303.7% |
| 3Y | +311.0% | +63.8% | +247.1% | +137.0% |
| 5Y | +278.0% | +67.6% | +210.4% | +104.0% |
| All | +278.0% | +66.4% | +211.5% | +104.0% |
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