+62.8%
KKR vs PSX
+132.2%
-69.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | -8.1% | +1.5% | -9.6% | -8.6% |
| 30D | -9.1% | +15.8% | -24.9% | -14.3% |
| 3M | +6.4% | +43.0% | -36.7% | -8.4% |
| 6M | +12.6% | +61.1% | -48.5% | -9.5% |
| YTD | -20.4% | +104.5% | -124.9% | -43.8% |
| 1Y | -27.1% | +102.5% | -129.6% | -48.6% |
| All | +62.8% | +132.2% | -69.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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