+1,739.5%
MSTR vs KKR
+1,697.8%
+41.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.5% | -0.2% |
| 7D | +12.2% | -0.9% | +13.0% | +13.2% |
| 30D | +45.2% | +2.2% | +43.0% | +43.1% |
| 3M | +10.4% | +13.1% | -2.7% | +1.5% |
| 6M | -2.5% | +15.3% | -17.7% | -11.6% |
| YTD | -6.0% | -15.0% | +9.0% | +3.4% |
| 1Y | -56.4% | -21.0% | -35.4% | -50.4% |
| 3Y | +306.3% | +76.7% | +229.6% | +190.8% |
| 5Y | +100.5% | +74.3% | +26.1% | +52.4% |
| 10Y | +741.1% | +753.7% | -12.6% | +210.9% |
| All | +1,739.5% | +1,697.8% | +41.7% | +374.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling