-22.2%
PFE vs KKR
+76.6%
-98.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.5% | -2.1% |
| 7D | -2.7% | -0.6% | -2.0% | -2.6% |
| 30D | +3.8% | +3.0% | +0.8% | +3.4% |
| 3M | +10.4% | +13.6% | -3.3% | +8.5% |
| 6M | +6.3% | +16.2% | -10.0% | +4.1% |
| YTD | +17.4% | -16.6% | +34.0% | +19.3% |
| 1Y | +21.1% | -23.2% | +44.3% | +24.1% |
| 3Y | -1.6% | +71.7% | -73.3% | -10.5% |
| 5Y | -22.2% | +74.8% | -97.0% | -35.1% |
| All | -22.2% | +76.6% | -98.8% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling