+66.5%
KKR vs PH
+251.9%
-185.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -1.2% |
| 7D | -6.2% | -1.3% | -4.9% | -5.2% |
| 30D | -8.9% | -11.0% | +2.1% | 0.0% |
| 3M | +6.3% | +5.5% | +0.8% | +0.6% |
| 6M | +16.5% | +1.5% | +15.0% | +12.1% |
| YTD | -20.3% | +8.8% | -29.0% | -28.1% |
| 1Y | -29.8% | +24.5% | -54.3% | -44.2% |
| 3Y | +63.2% | +141.2% | -78.0% | -25.8% |
| All | +66.5% | +251.9% | -185.4% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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