+1,716.3%
KKR vs PSA
+470.5%
+1,245.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.7% | -1.8% |
| 7D | -0.6% | -0.4% | -0.2% | -0.4% |
| 30D | +3.0% | -8.2% | +11.2% | +7.5% |
| 3M | +13.6% | -2.1% | +15.8% | +14.6% |
| 6M | +16.2% | -0.2% | +16.4% | +15.5% |
| YTD | -16.6% | +18.5% | -35.1% | -24.3% |
| 1Y | -23.2% | +6.6% | -29.8% | -26.6% |
| 3Y | +71.7% | +24.5% | +47.3% | +47.8% |
| 5Y | +74.8% | +13.6% | +61.2% | +56.3% |
| 10Y | +711.6% | +102.0% | +609.6% | +405.9% |
| All | +1,716.3% | +470.5% | +1,245.8% | +340.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling