+1,636.4%
KKR vs PNC
+532.4%
+1,104.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.0% |
| 3M | +6.3% | +5.2% | +1.0% | +2.2% |
| 6M | +16.5% | +20.6% | -4.2% | +1.5% |
| YTD | -20.3% | +19.8% | -40.0% | -30.2% |
| 1Y | -29.8% | +24.4% | -54.2% | -40.1% |
| 3Y | +63.2% | +131.2% | -68.1% | -9.1% |
| 5Y | +68.0% | +53.1% | +14.9% | +23.6% |
| 10Y | +704.3% | +276.8% | +427.5% | +181.9% |
| All | +1,636.4% | +532.4% | +1,104.0% | +285.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling