-22.5%
KKR vs PCAR
+27.8%
-50.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.1% |
| 7D | -0.6% | 0.0% | -0.7% | -0.6% |
| 30D | +3.0% | -7.7% | +10.8% | +6.7% |
| 3M | +13.6% | +3.7% | +9.9% | +11.8% |
| 6M | +16.2% | +2.3% | +13.9% | +13.9% |
| YTD | -16.6% | +12.8% | -29.4% | -23.4% |
| All | -22.5% | +27.8% | -50.3% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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