+1,716.3%
KKR vs PFG
+687.1%
+1,029.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -0.9% |
| 7D | -0.6% | +6.0% | -6.6% | -4.6% |
| 30D | +3.0% | +2.2% | +0.8% | +1.4% |
| 3M | +13.6% | +10.4% | +3.3% | +6.0% |
| 6M | +16.2% | +27.8% | -11.6% | -1.6% |
| YTD | -16.6% | +33.6% | -50.2% | -31.5% |
| 1Y | -23.2% | +49.3% | -72.5% | -41.3% |
| 3Y | +71.7% | +69.7% | +2.0% | +22.5% |
| 5Y | +74.8% | +111.3% | -36.5% | +8.8% |
| 10Y | +711.6% | +240.3% | +471.3% | +233.2% |
| All | +1,716.3% | +687.1% | +1,029.2% | +309.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling