+169.5%
KDP vs KKR
+710.9%
-541.4%
-36.9%
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 | -3.7% | -6.2% | +2.5% | -2.8% |
| 30D | +6.2% | -8.9% | +15.0% | +7.5% |
| 3M | +1.2% | +6.3% | -5.0% | +0.2% |
| 6M | +15.3% | +16.5% | -1.1% | +12.4% |
| YTD | +14.8% | -20.3% | +35.1% | +17.7% |
| 1Y | +17.6% | -29.8% | +47.4% | +22.7% |
| 3Y | +2.1% | +63.2% | -61.1% | -10.9% |
| 5Y | +2.7% | +68.0% | -65.2% | -13.5% |
| All | +169.5% | +710.9% | -541.4% | +76.8% |
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