+63.2%
KKR vs DBX
+27.0%
+36.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.2% | -0.3% |
| 7D | -6.2% | +2.1% | -8.3% | -6.8% |
| 30D | -8.9% | +5.7% | -14.6% | -10.5% |
| 3M | +6.3% | +31.8% | -25.5% | -3.3% |
| 6M | +16.5% | +37.5% | -21.0% | +3.2% |
| YTD | -20.3% | +27.9% | -48.2% | -27.4% |
| 1Y | -29.8% | +15.0% | -44.8% | -33.9% |
| 3Y | +63.2% | +27.2% | +36.0% | +36.5% |
| All | +63.2% | +27.0% | +36.2% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling