-29.3%
DASH vs KKR
+29.5%
-58.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.2% |
| 7D | -4.5% | +1.6% | -6.2% | -5.6% |
| 30D | -6.8% | +14.5% | -21.3% | -14.3% |
| 3M | -20.7% | -15.0% | -5.7% | -12.1% |
| 6M | +15.1% | +1.0% | +14.0% | +12.9% |
| YTD | -24.3% | -22.6% | -1.6% | -12.8% |
| 1Y | -12.1% | -18.2% | +6.1% | -3.4% |
| 3Y | +91.1% | +56.4% | +34.7% | +4.2% |
| All | -29.3% | +29.5% | -58.8% | -59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling