-47.1%
MSTR vs KKR
-16.1%
-31.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.6% |
| 7D | -14.2% | -1.3% | -12.9% | -13.4% |
| 30D | -19.9% | +9.3% | -29.2% | -25.2% |
| 3M | +27.3% | -9.8% | +37.2% | +36.8% |
| 6M | -37.6% | +1.0% | -38.5% | -38.2% |
| YTD | -19.5% | -21.1% | +1.6% | -12.8% |
| 1Y | -47.1% | -17.0% | -30.2% | -42.4% |
| All | -47.1% | -16.1% | -31.1% | -42.4% |
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