+1,200.2%
DHR vs KKR
+1,583.3%
-383.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.2% |
| 7D | -5.0% | -8.1% | +3.1% | -2.5% |
| 30D | -3.3% | -9.1% | +5.8% | -0.6% |
| 3M | +9.4% | +6.4% | +3.1% | +6.8% |
| 6M | +3.2% | +12.6% | -9.4% | -1.3% |
| YTD | -12.0% | -20.4% | +8.4% | -7.0% |
| 1Y | +4.9% | -27.1% | +31.9% | +13.3% |
| 3Y | -7.4% | +63.8% | -71.2% | -25.2% |
| 5Y | -29.8% | +67.6% | -97.4% | -45.5% |
| 10Y | +209.1% | +702.6% | -493.5% | +43.3% |
| All | +1,200.2% | +1,583.3% | -383.1% | +335.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling