-13.7%
KKR vs PBR
+74.7%
-88.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -7.0% | +12.5% | +4.4% |
| 7D | +8.9% | -11.0% | +19.9% | +7.0% |
| 30D | +12.7% | -18.8% | +31.4% | +9.6% |
| 3M | -6.2% | +7.8% | -14.0% | -4.4% |
| 6M | -1.5% | -7.6% | +6.0% | -1.2% |
| YTD | -20.1% | +72.7% | -92.7% | -16.5% |
| 1Y | -13.7% | +72.9% | -86.7% | -10.3% |
| All | -13.7% | +74.7% | -88.4% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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