+22.6%
KDP vs KKR
+35.6%
-12.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.5% | +1.8% |
| 7D | +4.0% | -1.3% | +5.2% | +4.1% |
| 30D | +16.8% | +9.3% | +7.5% | +15.8% |
| 3M | +32.0% | -9.8% | +41.9% | +33.1% |
| 6M | +35.2% | +1.0% | +34.2% | +34.8% |
| YTD | +40.9% | -21.1% | +62.0% | +43.3% |
| 1Y | +47.7% | -17.0% | +64.6% | +49.4% |
| 3Y | +34.8% | +60.6% | -25.8% | +21.6% |
| 5Y | +22.6% | +33.6% | -11.0% | +11.3% |
| All | +22.6% | +35.6% | -12.9% | +11.3% |
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