+1,632.8%
KKR vs PBR
+139.6%
+1,493.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.2% | -3.6% |
| 7D | -8.1% | +4.2% | -12.3% | -9.0% |
| 30D | -9.1% | +22.7% | -31.8% | -13.5% |
| 3M | +6.4% | +21.5% | -15.2% | +1.1% |
| 6M | +12.6% | +24.0% | -11.4% | +5.8% |
| YTD | -20.4% | +88.2% | -108.7% | -32.6% |
| 1Y | -27.1% | +74.8% | -101.9% | -37.3% |
| 3Y | +63.8% | +105.1% | -41.3% | +33.6% |
| 5Y | +67.6% | +572.2% | -504.6% | -1.9% |
| 10Y | +702.6% | +692.7% | +9.9% | +295.5% |
| All | +1,632.8% | +139.6% | +1,493.2% | +1,081.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling