+17.0%
PG vs KKR
-12.5%
+29.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.6% | -2.3% | +3.2% |
| 7D | +5.7% | +8.9% | -3.2% | +5.8% |
| 30D | +15.4% | +12.7% | +2.8% | +15.5% |
| 3M | +13.8% | -6.2% | +20.0% | +13.3% |
| 6M | +18.3% | -1.5% | +19.9% | +17.9% |
| YTD | +20.1% | -20.1% | +40.2% | +19.6% |
| 1Y | +17.0% | -13.7% | +30.7% | +12.4% |
| All | +17.0% | -12.5% | +29.5% | +12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling