+1,688.1%
KKR vs PEG
+299.0%
+1,389.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.2% | -0.9% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +0.3% | -1.7% | +2.0% | +1.1% |
| 3M | +8.8% | -6.8% | +15.6% | +12.4% |
| 6M | +14.9% | -11.4% | +26.3% | +21.3% |
| YTD | -17.9% | -7.2% | -10.7% | -15.7% |
| 1Y | -23.7% | -6.1% | -17.6% | -22.3% |
| 3Y | +69.1% | +31.8% | +37.3% | +44.5% |
| 5Y | +72.6% | +35.6% | +36.9% | +44.7% |
| 10Y | +728.2% | +148.7% | +579.5% | +403.3% |
| All | +1,688.1% | +299.0% | +1,389.2% | +656.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling