+1,584.4%
KKR vs PTC
+1,025.8%
+558.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.6% | +0.5% | +1.2% | +1.4% |
| 30D | +14.5% | +1.2% | +13.3% | +13.9% |
| 3M | -15.0% | +27.4% | -42.3% | -27.2% |
| 6M | +1.0% | +39.2% | -38.2% | -18.6% |
| YTD | -22.6% | +12.5% | -35.2% | -30.7% |
| 1Y | -18.2% | +12.3% | -30.5% | -26.7% |
| 3Y | +56.4% | +28.8% | +27.6% | +28.9% |
| 5Y | +29.6% | +60.9% | -31.3% | -4.5% |
| 10Y | +671.3% | +316.6% | +354.7% | +228.9% |
| All | +1,584.4% | +1,025.8% | +558.6% | +271.7% |
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