-23.7%
KKR vs PRU
+16.8%
-40.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.2% |
| 7D | -2.2% | -1.9% | -0.3% | -0.5% |
| 30D | +0.3% | -2.6% | +2.8% | +2.5% |
| 3M | +8.8% | +14.7% | -5.9% | -4.0% |
| 6M | +14.9% | +25.7% | -10.8% | -8.1% |
| YTD | -17.9% | +8.3% | -26.1% | -22.6% |
| 1Y | -23.7% | +17.3% | -41.0% | -35.5% |
| All | -23.7% | +16.8% | -40.5% | -35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling