-76.4%
PCG vs KKR
+717.5%
-793.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -2.2% | -1.3% | -1.0% | -1.9% |
| 30D | -0.5% | +9.3% | -9.8% | -3.3% |
| 3M | -24.0% | -9.8% | -14.1% | -22.0% |
| 6M | -18.6% | +1.0% | -19.6% | -19.9% |
| YTD | -17.7% | -21.1% | +3.4% | -13.5% |
| 1Y | -20.0% | -17.0% | -3.0% | -17.7% |
| 3Y | -20.2% | +60.6% | -80.9% | -39.4% |
| 5Y | +8.4% | +33.6% | -25.2% | -15.2% |
| 10Y | -76.4% | +687.0% | -763.4% | -89.6% |
| All | -76.4% | +717.5% | -793.9% | -89.6% |
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