+728.2%
KKR vs PRU
+135.5%
+592.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.5% |
| 7D | -2.2% | -1.9% | -0.3% | -0.9% |
| 30D | +0.3% | -2.6% | +2.8% | +2.0% |
| 3M | +8.8% | +14.7% | -5.9% | -1.1% |
| 6M | +14.9% | +25.7% | -10.8% | -2.1% |
| YTD | -17.9% | +8.3% | -26.1% | -22.3% |
| 1Y | -23.7% | +17.3% | -41.0% | -31.5% |
| 3Y | +69.1% | +43.2% | +25.9% | +35.9% |
| 5Y | +72.6% | +43.5% | +29.0% | +39.9% |
| 10Y | +728.2% | +134.6% | +593.7% | +379.2% |
| All | +728.2% | +135.5% | +592.7% | +379.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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