+553.7%
MS vs KKR
+753.6%
-199.9%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -1.3% |
| 7D | +0.8% | +5.1% | -4.3% | -1.9% |
| 30D | -0.7% | +10.9% | -11.6% | -6.4% |
| 3M | -12.4% | -2.9% | -9.5% | -11.6% |
| 6M | -1.7% | -1.2% | -0.5% | -2.4% |
| YTD | +8.0% | -20.4% | +28.5% | +19.6% |
| 1Y | +16.2% | -15.4% | +31.6% | +23.8% |
| 3Y | +171.3% | +61.9% | +109.4% | +87.9% |
| 5Y | +124.8% | +38.3% | +86.5% | +62.5% |
| 10Y | +553.7% | +720.6% | -167.0% | +52.6% |
| All | +553.7% | +753.6% | -199.9% | +52.6% |
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 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