-4.5%
DASH vs KKR
+158.2%
-162.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.3% |
| 7D | -4.8% | +0.1% | -4.9% | -4.6% |
| 30D | -7.9% | +7.9% | -15.8% | -11.9% |
| 3M | -16.3% | -4.4% | -11.9% | -14.2% |
| 6M | +10.4% | -4.0% | +14.3% | +12.1% |
| YTD | -20.1% | -22.6% | +2.5% | -8.3% |
| 1Y | -11.4% | -18.6% | +7.1% | -2.5% |
| 3Y | +114.1% | +60.6% | +53.4% | +20.3% |
| 5Y | -5.8% | +28.4% | -34.2% | -42.8% |
| All | -4.5% | +158.2% | -162.7% | -60.7% |
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 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