-0.9%
MSFT vs KKR
-27.1%
+26.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.9% |
| 7D | -3.5% | -8.1% | +4.6% | -1.6% |
| 30D | -2.1% | -9.1% | +7.0% | 0.0% |
| 3M | +24.2% | +6.4% | +17.8% | +22.6% |
| 6M | +21.9% | +12.6% | +9.3% | +19.0% |
| YTD | +2.5% | -20.4% | +22.9% | +2.5% |
| All | -0.9% | -27.1% | +26.2% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling