+66.5%
KKR vs PNC
+51.4%
+15.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.2% |
| 7D | -6.2% | -0.6% | -5.6% | -5.8% |
| 30D | -8.9% | -4.4% | -4.5% | -5.5% |
| 3M | +6.3% | +5.2% | +1.0% | +1.6% |
| 6M | +16.5% | +20.6% | -4.2% | -0.7% |
| YTD | -20.3% | +19.8% | -40.0% | -31.8% |
| 1Y | -29.8% | +24.4% | -54.2% | -41.7% |
| 3Y | +63.2% | +131.2% | -68.1% | -15.6% |
| All | +66.5% | +51.4% | +15.1% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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