+118.6%
DVN vs KKR
+64.7%
+53.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +4.5% | -6.2% | +10.7% | +6.6% |
| 30D | +12.0% | -8.9% | +20.8% | +14.9% |
| 3M | +13.4% | +6.3% | +7.1% | +9.9% |
| 6M | +12.1% | +16.5% | -4.4% | +4.0% |
| YTD | +38.8% | -20.3% | +59.1% | +46.7% |
| 1Y | +46.0% | -29.8% | +75.8% | +61.3% |
| 3Y | +9.5% | +63.2% | -53.7% | -18.2% |
| All | +118.6% | +64.7% | +53.9% | +52.7% |
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