+1,750.7%
KKR vs PH
+2,091.4%
-340.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -0.9% | -3.1% | +2.2% | +1.3% |
| 30D | +2.2% | -3.2% | +5.4% | +3.9% |
| 3M | +13.1% | +10.6% | +2.5% | +4.7% |
| 6M | +15.3% | -2.1% | +17.4% | +14.8% |
| YTD | -15.0% | +10.2% | -25.2% | -22.2% |
| 1Y | -21.0% | +28.2% | -49.2% | -35.1% |
| 3Y | +76.7% | +134.9% | -58.2% | -2.3% |
| 5Y | +74.3% | +253.6% | -179.3% | -26.3% |
| 10Y | +753.7% | +804.7% | -51.0% | +77.5% |
| All | +1,750.7% | +2,091.4% | -340.7% | +99.0% |
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