+695.1%
KKR vs PAAS
+232.4%
+462.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.3% | +1.2% | -2.6% |
| 7D | -8.1% | -3.7% | -4.4% | -7.7% |
| 30D | -9.1% | -1.9% | -7.2% | -9.1% |
| 3M | +6.4% | +15.1% | -8.7% | +4.1% |
| 6M | +12.6% | -17.1% | +29.7% | +14.1% |
| YTD | -20.4% | -1.3% | -19.1% | -21.6% |
| 1Y | -27.1% | +41.1% | -68.1% | -31.8% |
| 3Y | +63.8% | +244.2% | -180.4% | +33.7% |
| 5Y | +67.6% | +120.8% | -53.2% | +41.0% |
| All | +695.1% | +232.4% | +462.7% | +557.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling