+696.7%
KKR vs PHM
+568.1%
+128.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.5% |
| 7D | -6.2% | -5.0% | -1.2% | -3.9% |
| 30D | -8.9% | -8.4% | -0.4% | -5.0% |
| 3M | +6.3% | -4.4% | +10.7% | +7.9% |
| 6M | +16.5% | -3.7% | +20.2% | +17.2% |
| YTD | -20.3% | +1.3% | -21.5% | -22.3% |
| 1Y | -29.8% | -14.0% | -15.8% | -26.2% |
| 3Y | +63.2% | +48.1% | +15.1% | +26.5% |
| 5Y | +68.0% | +158.8% | -90.8% | -3.4% |
| All | +696.7% | +568.1% | +128.6% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 10y: compounded portfolio wealth divided by compounded PHM 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…
10y analysis · Full analysis span regression · 6 months rolling