+271.1%
PG vs KKR
+1,586.8%
-1,315.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -0.8% | -6.2% | +5.4% | -0.1% |
| 30D | +0.8% | -8.9% | +9.7% | +1.9% |
| 3M | -1.3% | +6.3% | -7.6% | -2.2% |
| 6M | -3.8% | +16.5% | -20.3% | -5.9% |
| YTD | +3.6% | -20.3% | +23.9% | +5.7% |
| 1Y | -5.7% | -29.8% | +24.1% | -2.5% |
| 3Y | +1.6% | +63.2% | -61.6% | -9.1% |
| 5Y | +14.6% | +68.0% | -53.4% | -0.3% |
| 10Y | +121.2% | +704.3% | -583.1% | +47.4% |
| All | +271.1% | +1,586.8% | -1,315.7% | +109.7% |
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