+1,584.4%
KKR vs PH
+2,080.2%
-495.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.6% | +4.3% | -2.7% | -1.3% |
| 30D | +14.5% | +0.1% | +14.4% | +13.5% |
| 3M | -15.0% | -9.4% | -5.6% | -10.0% |
| 6M | +1.0% | +8.8% | -7.7% | -6.3% |
| YTD | -22.6% | +9.6% | -32.3% | -29.6% |
| 1Y | -18.2% | +14.4% | -32.7% | -27.7% |
| 3Y | +56.4% | +134.5% | -78.1% | -13.9% |
| 5Y | +29.6% | +204.4% | -174.9% | -40.0% |
| 10Y | +671.3% | +697.3% | -26.0% | +73.2% |
| All | +1,584.4% | +2,080.2% | -495.8% | +80.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling