+1,750.7%
KKR vs PPL
+201.3%
+1,549.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.9% | +2.7% | -3.5% | -2.2% |
| 30D | +2.2% | +0.5% | +1.7% | +1.8% |
| 3M | +13.1% | +0.7% | +12.4% | +12.3% |
| 6M | +15.3% | -7.6% | +22.9% | +19.0% |
| YTD | -15.0% | +1.8% | -16.8% | -16.8% |
| 1Y | -21.0% | -0.8% | -20.2% | -21.8% |
| 3Y | +76.7% | +56.9% | +19.8% | +35.1% |
| 5Y | +74.3% | +39.5% | +34.8% | +41.9% |
| 10Y | +753.7% | +55.4% | +698.3% | +518.0% |
| All | +1,750.7% | +201.3% | +1,549.4% | +704.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling