+683.7%
KDP vs KKR
+1,697.8%
-1,014.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | -0.6% |
| 7D | +1.3% | -0.9% | +2.1% | +1.4% |
| 30D | +6.0% | +2.2% | +3.8% | +5.6% |
| 3M | +9.2% | +13.1% | -3.9% | +7.1% |
| 6M | +14.7% | +15.3% | -0.6% | +11.9% |
| YTD | +19.2% | -15.0% | +34.2% | +21.0% |
| 1Y | +15.2% | -21.0% | +36.2% | +17.9% |
| 3Y | +6.0% | +76.7% | -70.7% | -7.2% |
| 5Y | +5.4% | +74.3% | -68.9% | -9.8% |
| 10Y | +171.9% | +753.7% | -581.9% | +75.5% |
| All | +683.7% | +1,697.8% | -1,014.1% | +308.7% |
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 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