-55.9%
PCG vs KKR
+1,697.8%
-1,753.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.3% | +2.9% |
| 7D | -13.9% | -0.9% | -13.0% | -13.8% |
| 30D | -16.9% | +2.2% | -19.0% | -17.5% |
| 3M | -14.7% | +13.1% | -27.8% | -17.7% |
| 6M | -23.8% | +15.3% | -39.1% | -27.3% |
| YTD | -10.5% | -15.0% | +4.5% | -8.4% |
| 1Y | -5.1% | -21.0% | +15.9% | -1.5% |
| 3Y | -11.6% | +76.7% | -88.3% | -28.6% |
| 5Y | +59.0% | +74.3% | -15.3% | +24.6% |
| 10Y | -75.7% | +753.7% | -829.5% | -86.7% |
| All | -55.9% | +1,697.8% | -1,753.7% | -79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling