+1,750.7%
KKR vs PTC
+710.0%
+1,040.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.0% | +4.2% | +1.2% |
| 7D | -0.9% | -10.3% | +9.4% | +4.6% |
| 30D | +2.2% | +1.1% | +1.0% | +1.2% |
| 3M | +13.1% | +1.6% | +11.5% | +10.4% |
| 6M | +15.3% | -13.5% | +28.7% | +21.5% |
| YTD | -15.0% | -19.1% | +4.0% | -7.2% |
| 1Y | -21.0% | -33.9% | +12.9% | -4.5% |
| 3Y | +76.7% | -3.9% | +80.6% | +74.2% |
| 5Y | +74.3% | +6.0% | +68.3% | +62.7% |
| 10Y | +753.7% | +223.7% | +530.0% | +326.2% |
| All | +1,750.7% | +710.0% | +1,040.7% | +397.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling