+1,632.8%
KKR vs PPG
+342.1%
+1,290.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -1.7% |
| 7D | -8.1% | -5.1% | -3.0% | -4.7% |
| 30D | -9.1% | -9.6% | +0.5% | -2.5% |
| 3M | +6.4% | -6.4% | +12.8% | +10.7% |
| 6M | +12.6% | +0.5% | +12.0% | +9.9% |
| YTD | -20.4% | +4.4% | -24.9% | -25.2% |
| 1Y | -27.1% | -0.9% | -26.2% | -29.0% |
| 3Y | +63.8% | -17.0% | +80.8% | +79.4% |
| 5Y | +67.6% | -23.7% | +91.3% | +93.1% |
| 10Y | +702.6% | +25.9% | +676.8% | +498.4% |
| All | +1,632.8% | +342.1% | +1,290.7% | +364.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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