+2,981.5%
MUU vs KKR
-20.0%
+3,001.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.8% | +13.4% | +12.5% |
| 7D | +17.4% | -0.9% | +18.2% | +17.8% |
| 30D | +24.0% | +2.2% | +21.8% | +21.9% |
| 3M | -23.9% | +13.1% | -37.0% | -28.7% |
| 6M | +284.4% | +15.3% | +269.2% | +253.9% |
| YTD | +583.7% | -15.0% | +598.7% | +657.6% |
| 1Y | +2,981.5% | -21.0% | +3,002.5% | +3,834.7% |
| All | +2,981.5% | -20.0% | +3,001.4% | +3,834.7% |
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