+1,750.7%
KKR vs PWR
+2,866.0%
-1,115.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.6% | -2.2% |
| 7D | -0.9% | +3.6% | -4.5% | -2.5% |
| 30D | +2.2% | -8.6% | +10.7% | +6.1% |
| 3M | +13.1% | -13.2% | +26.2% | +18.4% |
| 6M | +15.3% | +9.9% | +5.4% | +5.6% |
| YTD | -15.0% | +48.0% | -63.0% | -33.7% |
| 1Y | -21.0% | +66.2% | -87.2% | -42.6% |
| 3Y | +76.7% | +195.1% | -118.4% | -6.8% |
| 5Y | +74.3% | +442.6% | -368.2% | -32.8% |
| 10Y | +753.7% | +2,334.2% | -1,580.5% | +52.8% |
| All | +1,750.7% | +2,866.0% | -1,115.3% | +154.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling