+1,716.3%
KKR vs PRU
+305.0%
+1,411.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -0.4% |
| 7D | -0.6% | +1.9% | -2.6% | -1.9% |
| 30D | +3.0% | -0.4% | +3.5% | +3.3% |
| 3M | +13.6% | +16.4% | -2.8% | +2.5% |
| 6M | +16.2% | +26.0% | -9.8% | -0.8% |
| YTD | -16.6% | +9.9% | -26.5% | -21.8% |
| 1Y | -23.2% | +18.8% | -42.0% | -31.4% |
| 3Y | +71.7% | +45.4% | +26.4% | +36.9% |
| 5Y | +74.8% | +45.6% | +29.3% | +40.5% |
| 10Y | +711.6% | +139.6% | +571.9% | +328.2% |
| All | +1,716.3% | +305.0% | +1,411.3% | +512.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling