+27.5%
KKR vs PL
+20.8%
+6.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.4% | -12.2% | -3.4% |
| 7D | +2.2% | -6.8% | +9.0% | +3.0% |
| 30D | +7.6% | -29.3% | +36.9% | +12.8% |
| 3M | -6.5% | -44.8% | +38.3% | +1.4% |
| 6M | -3.9% | -68.4% | +64.5% | +11.2% |
| YTD | -23.9% | -36.4% | +12.5% | -24.1% |
| 1Y | -18.5% | +0.7% | -19.3% | -26.3% |
| 3Y | +65.8% | +455.3% | -389.5% | -4.7% |
| All | +27.5% | +20.8% | +6.7% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling