+651.4%
KKR vs PWR
+1,844.4%
-1,193.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.2% |
| 7D | +1.6% | +11.3% | -9.7% | -3.8% |
| 30D | +14.5% | -8.9% | +23.4% | +17.0% |
| 3M | -15.0% | -10.5% | -4.5% | -13.2% |
| 6M | +1.0% | -22.2% | +23.2% | +8.9% |
| YTD | -22.6% | +42.7% | -65.4% | -42.4% |
| 1Y | -18.2% | +41.1% | -59.3% | -38.9% |
| 3Y | +56.4% | +242.7% | -186.4% | -33.9% |
| 5Y | +29.6% | +418.5% | -389.0% | -58.2% |
| All | +651.4% | +1,844.4% | -1,193.0% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling