-42.3%
MSTR vs KKR
-12.5%
-29.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.6% | -0.5% | +1.1% |
| 7D | -1.8% | +8.9% | -10.7% | -7.9% |
| 30D | -13.3% | +12.7% | -26.0% | -20.8% |
| 3M | +46.0% | -6.2% | +52.1% | +52.2% |
| 6M | -22.4% | -1.5% | -20.9% | -21.9% |
| YTD | -6.2% | -20.1% | +13.9% | +0.6% |
| 1Y | -42.3% | -13.7% | -28.6% | -37.9% |
| All | -42.3% | -12.5% | -29.8% | -37.9% |
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