+203.8%
DHR vs KKR
+710.9%
-507.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -3.6% | -6.2% | +2.6% | -1.7% |
| 30D | -2.7% | -8.9% | +6.1% | 0.0% |
| 3M | +10.9% | +6.3% | +4.7% | +8.3% |
| 6M | +3.0% | +16.5% | -13.4% | -2.5% |
| YTD | -12.2% | -20.3% | +8.1% | -7.1% |
| 1Y | +3.3% | -29.8% | +33.1% | +13.3% |
| 3Y | -8.2% | +63.2% | -71.4% | -26.8% |
| 5Y | -29.9% | +68.0% | -97.9% | -46.8% |
| All | +203.8% | +710.9% | -507.1% | +56.0% |
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 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