+174.8%
MS vs KKR
+59.8%
+115.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.5% | +2.3% |
| 7D | +0.7% | +0.1% | +0.7% | +0.8% |
| 30D | -0.9% | +7.9% | -8.8% | -4.5% |
| 3M | -13.0% | -4.4% | -8.6% | -11.7% |
| 6M | -2.0% | -4.0% | +2.0% | -1.2% |
| YTD | +7.8% | -22.6% | +30.4% | +19.6% |
| 1Y | +17.9% | -18.6% | +36.4% | +27.1% |
| 3Y | +174.8% | +60.6% | +114.1% | +118.7% |
| All | +174.8% | +59.8% | +115.0% | +118.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling