-13.7%
KKR vs DBX
+22.5%
-36.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.3% | +2.3% | +4.9% |
| 7D | +8.9% | -1.1% | +10.0% | +9.1% |
| 30D | +12.7% | +5.0% | +7.6% | +11.6% |
| 3M | -6.2% | +4.6% | -10.8% | -7.2% |
| 6M | -1.5% | +43.9% | -45.5% | -8.5% |
| YTD | -20.1% | +29.9% | -49.9% | -25.8% |
| 1Y | -13.7% | +24.6% | -38.3% | -20.1% |
| All | -13.7% | +22.5% | -36.2% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling