-13.7%
KKR vs PFG
+46.8%
-60.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.1% | +1.4% | +2.2% |
| 7D | +8.9% | +4.9% | +4.0% | +4.9% |
| 30D | +12.7% | +5.7% | +7.0% | +7.8% |
| 3M | -6.2% | +2.6% | -8.7% | -8.2% |
| 6M | -1.5% | +19.8% | -21.3% | -17.1% |
| YTD | -20.1% | +36.3% | -56.3% | -40.9% |
| 1Y | -13.7% | +47.9% | -61.6% | -41.4% |
| All | -13.7% | +46.8% | -60.5% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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