+265.1%
MU vs KKR
-12.5%
+277.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +5.6% | -12.6% | -8.2% |
| 7D | -19.1% | +8.9% | -28.0% | -20.9% |
| 30D | -25.2% | +12.7% | -37.9% | -27.6% |
| 3M | -10.9% | -6.2% | -4.7% | -9.5% |
| 6M | +38.0% | -1.5% | +39.5% | +38.1% |
| YTD | +178.8% | -20.1% | +198.9% | +202.7% |
| 1Y | +265.1% | -13.7% | +278.9% | +294.5% |
| All | +265.1% | -12.5% | +277.6% | +294.5% |
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