-8.9%
DASH vs KKR
+155.8%
-164.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.8% | -0.3% | -1.4% |
| 7D | -4.1% | -1.1% | -3.0% | -3.5% |
| 30D | -10.6% | +11.5% | -22.1% | -16.2% |
| 3M | -18.8% | -12.4% | -6.4% | -11.9% |
| 6M | +11.2% | -1.9% | +13.1% | +11.3% |
| YTD | -23.8% | -23.3% | -0.5% | -12.1% |
| 1Y | -12.2% | -20.4% | +8.3% | -1.8% |
| 3Y | +97.3% | +56.1% | +41.2% | +13.4% |
| 5Y | -29.8% | +28.4% | -58.3% | -57.2% |
| All | -8.9% | +155.8% | -164.8% | -62.3% |
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