+711.6%
KKR vs PPL
+55.2%
+656.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.8% |
| 7D | -0.6% | +1.8% | -2.4% | -1.5% |
| 30D | +3.0% | -1.1% | +4.1% | +3.5% |
| 3M | +13.6% | 0.0% | +13.6% | +13.3% |
| 6M | +16.2% | -7.6% | +23.8% | +20.0% |
| YTD | -16.6% | +1.7% | -18.3% | -18.3% |
| 1Y | -23.2% | +1.5% | -24.7% | -24.9% |
| 3Y | +71.7% | +55.3% | +16.5% | +31.9% |
| 5Y | +74.8% | +37.7% | +37.1% | +43.1% |
| 10Y | +711.6% | +54.0% | +657.6% | +488.2% |
| All | +711.6% | +55.2% | +656.4% | +488.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 10y: compounded portfolio wealth divided by compounded PPL 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…
10y analysis · Full analysis span regression · 6 months rolling