-56.4%
MSTR vs KKR
-20.0%
-36.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.5% | -0.2% |
| 7D | +12.2% | -0.9% | +13.0% | +13.1% |
| 30D | +45.2% | +2.2% | +43.0% | +42.9% |
| 3M | +10.4% | +13.1% | -2.7% | +1.2% |
| 6M | -2.5% | +15.3% | -17.7% | -11.4% |
| YTD | -6.0% | -15.0% | +9.0% | -2.7% |
| 1Y | -56.4% | -21.0% | -35.4% | -53.6% |
| All | -56.4% | -20.0% | -36.4% | -53.6% |
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 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