+696.7%
KKR vs PSA
+102.6%
+594.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -6.2% | -1.8% | -4.3% | -5.4% |
| 30D | -8.9% | -8.4% | -0.5% | -5.3% |
| 3M | +6.3% | -7.8% | +14.1% | +9.9% |
| 6M | +16.5% | +0.8% | +15.7% | +15.3% |
| YTD | -20.3% | +16.5% | -36.8% | -26.2% |
| 1Y | -29.8% | +4.7% | -34.5% | -31.9% |
| 3Y | +63.2% | +21.1% | +42.1% | +44.9% |
| 5Y | +68.0% | +14.2% | +53.8% | +52.7% |
| All | +696.7% | +102.6% | +594.1% | +476.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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