+5.8%
DASH vs KKR
+178.3%
-172.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.5% | -4.2% |
| 7D | -11.2% | -0.6% | -10.5% | -10.8% |
| 30D | -7.3% | +3.0% | -10.4% | -9.5% |
| 3M | +31.4% | +13.6% | +17.8% | +19.9% |
| 6M | +11.9% | +16.2% | -4.3% | +0.2% |
| YTD | -11.5% | -16.6% | +5.1% | -3.2% |
| 1Y | -20.0% | -23.2% | +3.2% | -9.0% |
| 3Y | +143.9% | +71.7% | +72.2% | +31.3% |
| 5Y | -0.2% | +74.8% | -75.1% | -49.9% |
| All | +5.8% | +178.3% | -172.5% | -58.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling