+72.6%
KKR vs PTC
-0.9%
+73.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.7% | +0.5% |
| 7D | -2.2% | -13.6% | +11.4% | +6.7% |
| 30D | +0.3% | -14.7% | +14.9% | +10.0% |
| 3M | +8.8% | -5.9% | +14.7% | +10.6% |
| 6M | +14.9% | -21.1% | +36.0% | +30.5% |
| YTD | -17.9% | -26.0% | +8.1% | -2.7% |
| 1Y | -23.7% | -36.8% | +13.1% | +0.5% |
| 3Y | +69.1% | -10.3% | +79.3% | +65.4% |
| 5Y | +72.6% | +1.2% | +71.4% | +53.8% |
| All | +72.6% | -0.9% | +73.5% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling