+2,683.6%
MUU vs KKR
-21.6%
+2,705.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +7.2% |
| 7D | +15.0% | -2.2% | +17.2% | +17.3% |
| 30D | +36.8% | +0.3% | +36.6% | +34.2% |
| 3M | -8.5% | +8.8% | -17.3% | -18.5% |
| 6M | +320.7% | +14.9% | +305.8% | +238.7% |
| YTD | +599.7% | -17.9% | +617.6% | +734.8% |
| 1Y | +2,569.2% | -23.7% | +2,592.9% | +3,402.1% |
| All | +2,683.6% | -21.6% | +2,705.2% | +2,969.7% |
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 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