+311.2%
PFE vs KKR
+1,536.3%
-1,225.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -1.7% | +1.6% | -3.3% | -2.0% |
| 30D | +0.3% | +14.5% | -14.2% | -2.2% |
| 3M | +9.4% | -15.0% | +24.3% | +12.5% |
| 6M | +14.9% | +1.0% | +13.9% | +14.1% |
| YTD | +23.8% | -22.6% | +46.4% | +28.4% |
| 1Y | +19.5% | -18.2% | +37.7% | +22.5% |
| 3Y | +21.0% | +56.4% | -35.3% | +5.5% |
| 5Y | -23.9% | +29.6% | -53.4% | -33.1% |
| 10Y | +47.8% | +671.3% | -623.5% | -17.3% |
| All | +311.2% | +1,536.3% | -1,225.0% | +74.1% |
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 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