+803.2%
MS vs KKR
+703.2%
+100.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | +0.4% |
| 7D | +1.7% | -2.2% | +3.9% | +2.9% |
| 30D | 0.0% | +0.3% | -0.2% | -0.6% |
| 3M | +3.0% | +8.8% | -5.8% | -2.6% |
| 6M | +35.7% | +14.9% | +20.8% | +23.8% |
| YTD | +23.3% | -17.9% | +41.2% | +34.5% |
| 1Y | +44.7% | -23.7% | +68.4% | +62.9% |
| 3Y | +178.0% | +69.1% | +108.9% | +88.1% |
| 5Y | +143.2% | +72.6% | +70.6% | +52.0% |
| 10Y | +803.2% | +728.2% | +74.9% | +114.1% |
| All | +803.2% | +703.2% | +100.0% | +114.1% |
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