Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KKR-PA (KKR & Company. L.P. 6.75% Series A Preferred Units) | NA | 3.61% | 3.66% | 5.93% | NA | NA | NA | … | … |
Data as of 06/15/2021, Common starting date is 03/11/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KKR-PA (KKR & Company. L.P. 6.75% Series A Preferred Units) | 03/11/2016 | 06/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.61 | 3.66 | 5.93 | NA | NA | NA | … | … | -3.07 | 0.49 | 2.82 | -4.26 | 6.84 | 1.94 |
| Sharpe Ratio | NA | 0.47 | 0.14 | 0.31 | NA | NA | NA | … | … | -1.19 | 0.01 | 0.17 | -0.65 | 0.83 | 0.21 |
| Standard Deviation(%) | NA | 7.57 | 20.03 | 16.55 | NA | NA | NA | … | … | 5.68 | 33.31 | 8.32 | 8.57 | 7.54 | 10.59 |
| Draw Down(%) | NA | 5.50 | 27.41 | 27.41 | NA | NA | NA | … | … | 3.93 | 28.55 | 4.77 | 8.69 | 4.73 | 8.78 |
| Yield(%) | 0.00 | 6.51 | 6.17 | 6.52 | 3.55 | 2.37 | 1.78 | … | … | 3.18 | 6.24 | 6.48 | 6.29 | 6.55 | 5.04 |
Data as of 06/15/2021, Common starting date is 03/11/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKR-PA (KKR & Company. L.P. 6.75% Series A Preferred Units) |
4.11%
May 2018 – May 2021 |
5.74%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KKR-PA (KKR & Company. L.P. 6.75% Series A Preferred Units) |
8.29%
Dec 2016 – Dec 2019 |
6.53%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart