+63.8%
DIA vs KKR
+66.4%
-2.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.2% |
| 7D | -3.0% | -8.1% | +5.1% | -0.9% |
| 30D | -3.0% | -9.1% | +6.1% | -0.7% |
| 3M | +4.5% | +6.4% | -1.9% | +2.4% |
| 6M | +9.8% | +12.6% | -2.8% | +5.6% |
| YTD | +9.3% | -20.4% | +29.7% | +14.7% |
| 1Y | +16.0% | -27.1% | +43.0% | +24.1% |
| 3Y | +57.7% | +63.8% | -6.1% | +29.9% |
| 5Y | +63.8% | +67.6% | -3.9% | +26.3% |
| All | +63.8% | +66.4% | -2.7% | +26.3% |
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 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