+1,636.4%
KKR vs PNR
+238.1%
+1,398.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -6.2% | -6.0% | -0.1% | -2.2% |
| 30D | -8.9% | -14.0% | +5.1% | +0.9% |
| 3M | +6.3% | -21.7% | +28.0% | +22.5% |
| 6M | +16.5% | -37.3% | +53.7% | +54.5% |
| YTD | -20.3% | -45.1% | +24.9% | +16.0% |
| 1Y | -29.8% | -49.1% | +19.3% | +7.7% |
| 3Y | +63.2% | -14.8% | +78.0% | +77.1% |
| 5Y | +68.0% | -21.0% | +89.0% | +88.2% |
| 10Y | +704.3% | +64.7% | +639.6% | +422.7% |
| All | +1,636.4% | +238.1% | +1,398.3% | +501.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling