-59.4%
MSTR vs KKR
-23.6%
-35.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -1.8% |
| 7D | +7.7% | -2.2% | +9.9% | +9.7% |
| 30D | +36.3% | +0.3% | +36.1% | +36.0% |
| 3M | +13.4% | +8.8% | +4.6% | +6.7% |
| 6M | -4.5% | +14.9% | -19.4% | -13.2% |
| YTD | -12.7% | -17.9% | +5.2% | -7.1% |
| All | -59.4% | -23.6% | -35.8% | -54.5% |
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