+504.3%
MUU vs KKR
-12.5%
+516.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.6% | -19.6% | -16.3% |
| 7D | -35.9% | +8.9% | -44.8% | -38.8% |
| 30D | -47.1% | +12.7% | -59.8% | -50.6% |
| 3M | -29.8% | -6.2% | -23.7% | -28.0% |
| 6M | +16.0% | -1.5% | +17.6% | +16.3% |
| YTD | +286.1% | -20.1% | +306.1% | +356.2% |
| 1Y | +504.3% | -13.7% | +518.0% | +614.3% |
| All | +504.3% | -12.5% | +516.8% | +614.3% |
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