+66.5%
KKR vs PSX
+362.1%
-295.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -6.2% | +1.7% | -7.9% | -6.8% |
| 30D | -8.9% | +15.6% | -24.5% | -14.0% |
| 3M | +6.3% | +46.5% | -40.2% | -9.0% |
| 6M | +16.5% | +55.0% | -38.6% | -3.6% |
| YTD | -20.3% | +105.3% | -125.5% | -42.1% |
| 1Y | -29.8% | +101.6% | -131.4% | -48.8% |
| 3Y | +63.2% | +134.1% | -71.0% | +9.0% |
| All | +66.5% | +362.1% | -295.7% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling