+1,014.6%
MU vs KKR
+35.6%
+979.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +12.3% |
| 7D | +2.0% | -1.3% | +3.3% | +2.9% |
| 30D | -18.0% | +9.3% | -27.3% | -22.5% |
| 3M | -6.6% | -9.8% | +3.3% | -2.0% |
| 6M | +2.0% | +1.0% | +1.1% | -0.7% |
| YTD | +184.5% | -21.1% | +205.5% | +214.2% |
| 1Y | +236.9% | -17.0% | +253.8% | +260.2% |
| 3Y | +987.0% | +60.6% | +926.3% | +654.8% |
| 5Y | +1,014.6% | +33.6% | +981.0% | +685.8% |
| All | +1,014.6% | +35.6% | +979.1% | +685.8% |
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 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