+66.5%
KKR vs PNR
-21.7%
+88.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -6.2% | -6.0% | -0.1% | -1.9% |
| 30D | -8.9% | -14.0% | +5.1% | +1.7% |
| 3M | +6.3% | -21.7% | +28.0% | +23.6% |
| 6M | +16.5% | -37.3% | +53.7% | +59.0% |
| YTD | -20.3% | -45.1% | +24.9% | +21.3% |
| 1Y | -29.8% | -49.1% | +19.3% | +13.7% |
| 3Y | +63.2% | -14.8% | +78.0% | +75.8% |
| All | +66.5% | -21.7% | +88.2% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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