+66.5%
KKR vs PEG
+36.3%
+30.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -6.2% | -0.9% | -5.3% | -5.7% |
| 30D | -8.9% | -3.7% | -5.1% | -7.0% |
| 3M | +6.3% | -7.3% | +13.5% | +10.4% |
| 6M | +16.5% | -10.5% | +26.9% | +22.8% |
| YTD | -20.3% | -7.5% | -12.8% | -18.0% |
| 1Y | -29.8% | -8.7% | -21.1% | -27.5% |
| 3Y | +63.2% | +31.4% | +31.8% | +35.3% |
| All | +66.5% | +36.3% | +30.1% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 5y: compounded portfolio wealth divided by compounded PEG 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…
5y analysis · Full analysis span regression · 6 months rolling