+1,286.1%
KKR vs PSLV
+109.5%
+1,176.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -6.2% | -3.5% | -2.7% | -5.7% |
| 30D | -8.9% | -2.1% | -6.7% | -8.6% |
| 3M | +6.3% | -1.6% | +7.9% | +6.3% |
| 6M | +16.5% | -25.5% | +42.0% | +20.8% |
| YTD | -20.3% | -11.4% | -8.8% | -21.7% |
| 1Y | -29.8% | +48.6% | -78.4% | -37.7% |
| 3Y | +63.2% | +166.9% | -103.7% | +28.6% |
| 5Y | +68.0% | +152.4% | -84.4% | +32.2% |
| 10Y | +704.3% | +187.8% | +516.5% | +501.4% |
| All | +1,286.1% | +109.5% | +1,176.6% | +893.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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