+1,078.9%
KKR vs PBF
+317.1%
+761.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.3% | -5.1% | -2.4% |
| 7D | -0.6% | +2.4% | -3.0% | -1.0% |
| 30D | +3.0% | +24.9% | -21.8% | -0.9% |
| 3M | +13.6% | +81.9% | -68.2% | +1.7% |
| 6M | +16.2% | +79.4% | -63.2% | +2.9% |
| YTD | -16.6% | +188.3% | -204.9% | -32.5% |
| 1Y | -23.2% | +177.3% | -200.5% | -38.1% |
| 3Y | +71.7% | +56.0% | +15.7% | +47.2% |
| 5Y | +74.8% | +804.0% | -729.2% | +3.1% |
| 10Y | +711.6% | +334.1% | +377.5% | +345.4% |
| All | +1,078.9% | +317.1% | +761.8% | +534.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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