+696.7%
KKR vs PBR
+697.0%
-0.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.4% |
| 7D | -6.2% | +5.4% | -11.5% | -7.4% |
| 30D | -8.9% | +22.9% | -31.7% | -13.5% |
| 3M | +6.3% | +19.6% | -13.4% | +1.1% |
| 6M | +16.5% | +16.5% | 0.0% | +10.9% |
| YTD | -20.3% | +86.7% | -106.9% | -33.1% |
| 1Y | -29.8% | +74.7% | -104.5% | -40.2% |
| 3Y | +63.2% | +102.6% | -39.4% | +31.5% |
| 5Y | +68.0% | +566.6% | -498.6% | -6.4% |
| All | +696.7% | +697.0% | -0.2% | +273.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling