+1,058.5%
KKR vs PSX
+1,167.1%
-108.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.8% |
| 7D | -2.2% | +1.8% | -4.0% | -2.9% |
| 30D | +0.3% | +21.6% | -21.4% | -7.5% |
| 3M | +8.8% | +46.5% | -37.6% | -7.5% |
| 6M | +14.9% | +62.0% | -47.1% | -7.3% |
| YTD | -17.9% | +106.3% | -124.2% | -40.5% |
| 1Y | -23.7% | +103.0% | -126.7% | -44.5% |
| 3Y | +69.1% | +135.5% | -66.5% | +13.8% |
| 5Y | +72.6% | +368.5% | -296.0% | -15.1% |
| 10Y | +728.2% | +386.6% | +341.7% | +257.8% |
| All | +1,058.5% | +1,167.1% | -108.5% | +305.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling