+687.0%
KKR vs PR
+72.8%
+614.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.1% |
| 7D | -1.3% | -0.5% | -0.8% | -1.2% |
| 30D | +9.3% | -4.6% | +13.9% | +9.7% |
| 3M | -9.8% | +4.7% | -14.5% | -10.7% |
| 6M | +1.0% | +12.4% | -11.5% | -1.2% |
| YTD | -21.1% | +62.9% | -83.9% | -26.7% |
| 1Y | -17.0% | +70.6% | -87.5% | -23.4% |
| 3Y | +60.6% | +90.0% | -29.4% | +46.1% |
| 5Y | +33.6% | +255.5% | -221.9% | +11.7% |
| 10Y | +687.0% | +78.7% | +608.3% | +634.7% |
| All | +687.0% | +72.8% | +614.3% | +634.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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