+72.6%
KKR vs PWR
+448.6%
-376.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.7% |
| 7D | -2.2% | +2.7% | -4.9% | -3.4% |
| 30D | +0.3% | -5.1% | +5.4% | +2.2% |
| 3M | +8.8% | -9.4% | +18.2% | +11.8% |
| 6M | +14.9% | +10.4% | +4.5% | +4.4% |
| YTD | -17.9% | +48.6% | -66.5% | -37.7% |
| 1Y | -23.7% | +68.0% | -91.7% | -47.0% |
| 3Y | +69.1% | +204.7% | -135.7% | -21.8% |
| 5Y | +72.6% | +451.9% | -379.4% | -46.3% |
| All | +72.6% | +448.6% | -376.1% | -46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling