+35.2%
PFE vs KKR
+703.2%
-667.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.5% | +0.2% |
| 7D | -4.3% | -2.2% | -2.1% | -3.9% |
| 30D | +2.7% | +0.3% | +2.4% | +2.5% |
| 3M | +10.0% | +8.8% | +1.2% | +8.2% |
| 6M | +7.2% | +14.9% | -7.7% | +4.2% |
| YTD | +17.3% | -17.9% | +35.2% | +20.3% |
| 1Y | +20.3% | -23.7% | +44.0% | +24.5% |
| 3Y | -1.6% | +69.1% | -70.7% | -14.8% |
| 5Y | -21.4% | +72.6% | -93.9% | -34.6% |
| 10Y | +35.2% | +728.2% | -693.0% | -20.3% |
| All | +35.2% | +703.2% | -667.9% | -20.3% |
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