+66.5%
KKR vs DAR
-9.0%
+75.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.8% |
| 7D | -6.2% | -0.1% | -6.1% | -6.2% |
| 30D | -8.9% | +2.6% | -11.5% | -10.0% |
| 3M | +6.3% | +14.2% | -8.0% | +0.7% |
| 6M | +16.5% | +17.2% | -0.7% | +8.7% |
| YTD | -20.3% | +80.9% | -101.1% | -36.6% |
| 1Y | -29.8% | +104.0% | -133.8% | -47.2% |
| 3Y | +63.2% | +3.6% | +59.6% | +55.3% |
| All | +66.5% | -9.0% | +75.5% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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