+27.5%
KKR vs PR
+225.0%
-197.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.4% |
| 7D | +2.2% | -16.4% | +18.6% | +7.3% |
| 30D | +7.6% | -1.9% | +9.5% | +7.4% |
| 3M | -6.5% | +8.0% | -14.4% | -9.7% |
| 6M | -3.9% | +4.1% | -8.0% | -7.0% |
| YTD | -23.9% | +58.7% | -82.6% | -36.6% |
| 1Y | -18.5% | +75.8% | -94.4% | -34.6% |
| 3Y | +65.8% | +73.2% | -7.4% | +31.6% |
| All | +27.5% | +225.0% | -197.6% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling