+66.1%
KKR vs DBX
+10.1%
+56.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.7% |
| 7D | -8.1% | -1.8% | -6.3% | -7.3% |
| 30D | -9.1% | +2.8% | -11.9% | -10.5% |
| 3M | +6.4% | +26.8% | -20.4% | -6.3% |
| 6M | +12.6% | +32.8% | -20.2% | -4.8% |
| YTD | -20.4% | +26.1% | -46.5% | -30.8% |
| 1Y | -27.1% | +14.1% | -41.2% | -33.7% |
| 3Y | +63.8% | +25.7% | +38.1% | +31.6% |
| All | +66.1% | +10.1% | +56.0% | +27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling