+46.9%
PM vs KKR
-12.5%
+59.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.6% | -4.0% | +1.6% |
| 7D | +4.3% | +8.9% | -4.7% | +4.4% |
| 30D | +11.5% | +12.7% | -1.2% | +11.7% |
| 3M | +13.0% | -6.2% | +19.2% | +13.1% |
| 6M | +25.9% | -1.5% | +27.5% | +26.5% |
| YTD | +34.0% | -20.1% | +54.1% | +39.0% |
| 1Y | +46.9% | -13.7% | +60.6% | +47.5% |
| All | +46.9% | -12.5% | +59.4% | +47.5% |
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