+1,716.3%
KKR vs PHM
+1,552.7%
+163.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.7% | -0.4% |
| 7D | -0.6% | -2.5% | +1.8% | +0.4% |
| 30D | +3.0% | -9.7% | +12.7% | +7.4% |
| 3M | +13.6% | +2.2% | +11.4% | +12.0% |
| 6M | +16.2% | -5.7% | +21.9% | +17.9% |
| YTD | -16.6% | +2.8% | -19.4% | -18.9% |
| 1Y | -23.2% | -14.4% | -8.8% | -19.6% |
| 3Y | +71.7% | +52.2% | +19.5% | +37.9% |
| 5Y | +74.8% | +154.3% | -79.4% | +12.1% |
| 10Y | +711.6% | +545.9% | +165.7% | +243.4% |
| All | +1,716.3% | +1,552.7% | +163.6% | +337.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling