-75.3%
PCG vs KKR
+703.2%
-778.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -3.8% |
| 7D | +6.5% | -2.2% | +8.7% | +7.1% |
| 30D | -16.7% | +0.3% | -17.0% | -17.1% |
| 3M | -14.2% | +8.8% | -23.0% | -17.0% |
| 6M | -21.5% | +14.9% | -36.4% | -25.8% |
| YTD | -11.2% | -17.9% | +6.7% | -7.5% |
| 1Y | -4.2% | -23.7% | +19.5% | +1.5% |
| 3Y | -14.9% | +69.1% | -83.9% | -36.2% |
| 5Y | +54.2% | +72.6% | -18.3% | +8.5% |
| 10Y | -75.3% | +728.2% | -803.6% | -89.3% |
| All | -75.3% | +703.2% | -778.5% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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