+71.7%
KKR vs PTC
-8.0%
+79.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.5% | +3.6% | +1.0% |
| 7D | -0.6% | -12.8% | +12.2% | +6.5% |
| 30D | +3.0% | -9.8% | +12.8% | +8.4% |
| 3M | +13.6% | -2.1% | +15.7% | +13.2% |
| 6M | +16.2% | -18.1% | +34.3% | +28.5% |
| YTD | -16.6% | -23.5% | +6.9% | -3.7% |
| 1Y | -23.2% | -37.4% | +14.1% | +0.5% |
| 3Y | +71.7% | -7.2% | +78.9% | +57.4% |
| All | +71.7% | -8.0% | +79.7% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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