+79.1%
KKR vs PRU
+50.2%
+28.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.9% | -0.9% |
| 7D | -0.9% | +1.9% | -2.7% | -2.7% |
| 30D | +2.2% | +2.7% | -0.6% | -0.6% |
| 3M | +13.1% | +19.5% | -6.4% | -5.3% |
| 6M | +15.3% | +26.6% | -11.4% | -9.4% |
| YTD | -15.0% | +12.3% | -27.4% | -24.4% |
| 1Y | -21.0% | +18.0% | -39.0% | -33.1% |
| All | +79.1% | +50.2% | +28.9% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling