+11,938.2%
MU vs KKR
+1,697.8%
+10,240.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +7.2% |
| 7D | +9.0% | -0.9% | +9.8% | +9.4% |
| 30D | +13.8% | +2.2% | +11.7% | +11.6% |
| 3M | +2.1% | +13.1% | -11.0% | -6.1% |
| 6M | +153.8% | +15.3% | +138.5% | +127.5% |
| YTD | +256.4% | -15.0% | +271.4% | +278.8% |
| 1Y | +719.8% | -21.0% | +740.8% | +802.4% |
| 3Y | +1,360.4% | +76.7% | +1,283.7% | +852.6% |
| 5Y | +1,312.4% | +74.3% | +1,238.1% | +783.9% |
| 10Y | +6,142.6% | +753.7% | +5,388.8% | +1,300.1% |
| All | +11,938.2% | +1,697.8% | +10,240.4% | +1,333.2% |
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