+84.9%
KKR vs PL
+40.9%
+44.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +1.6% | +10.0% | -8.4% | +0.1% |
| 30D | +14.5% | -2.3% | +16.8% | +14.3% |
| 3M | -15.0% | -44.2% | +29.2% | -8.0% |
| 6M | +1.0% | -66.1% | +67.1% | +15.9% |
| YTD | -22.6% | -30.0% | +7.3% | -24.0% |
| 1Y | -18.2% | +21.0% | -39.2% | -28.1% |
| 3Y | +56.4% | +516.5% | -460.1% | -11.5% |
| 5Y | +29.6% | +32.0% | -2.5% | -12.9% |
| All | +84.9% | +40.9% | +44.0% | +23.1% |
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