+99.4%
KKR vs PL
+81.7%
+17.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.6% |
| 7D | -0.6% | -7.5% | +6.9% | +0.4% |
| 30D | +3.0% | -25.6% | +28.6% | +7.6% |
| 3M | +13.6% | -45.6% | +59.2% | +23.3% |
| 6M | +16.2% | -29.5% | +45.8% | +16.9% |
| YTD | -16.6% | -9.7% | -6.9% | -20.5% |
| 1Y | -23.2% | +84.4% | -107.6% | -37.1% |
| 3Y | +71.7% | +550.0% | -478.3% | -2.2% |
| 5Y | +74.8% | +79.0% | -4.2% | +12.9% |
| All | +99.4% | +81.7% | +17.6% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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