+33.6%
KKR vs PWR
+427.2%
-393.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.0% | -2.5% |
| 7D | -1.3% | +4.7% | -6.0% | -3.8% |
| 30D | +9.3% | -12.5% | +21.8% | +13.7% |
| 3M | -9.8% | -9.3% | -0.5% | -8.6% |
| 6M | +1.0% | -22.2% | +23.2% | +8.8% |
| YTD | -21.1% | +44.2% | -65.2% | -41.0% |
| 1Y | -17.0% | +35.5% | -52.5% | -35.8% |
| 3Y | +60.6% | +250.4% | -189.8% | -34.6% |
| 5Y | +33.6% | +425.6% | -392.0% | -58.8% |
| All | +33.6% | +427.2% | -393.6% | -58.8% |
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