+1,346.4%
MU vs KKR
+72.2%
+1,274.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.3% | +3.6% |
| 7D | +7.5% | -2.2% | +9.7% | +8.7% |
| 30D | +19.4% | +0.3% | +19.1% | +18.5% |
| 3M | +9.8% | +8.8% | +1.0% | +3.7% |
| 6M | +164.1% | +14.9% | +149.2% | +138.3% |
| YTD | +260.3% | -17.9% | +278.2% | +291.4% |
| 1Y | +661.2% | -23.7% | +684.9% | +758.5% |
| 3Y | +1,380.8% | +69.1% | +1,311.8% | +918.4% |
| 5Y | +1,346.4% | +72.6% | +1,273.8% | +813.9% |
| All | +1,346.4% | +72.2% | +1,274.2% | +813.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling