+469.8%
KKR vs DBX
+16.6%
+453.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.1% | -0.7% |
| 7D | -0.6% | -1.3% | +0.7% | -0.1% |
| 30D | +3.0% | -2.9% | +5.9% | +4.1% |
| 3M | +13.6% | +23.8% | -10.2% | +3.9% |
| 6M | +16.2% | +26.2% | -10.0% | +4.2% |
| YTD | -16.6% | +21.6% | -38.2% | -24.1% |
| 1Y | -23.2% | +11.4% | -34.6% | -28.2% |
| 3Y | +71.7% | +21.3% | +50.5% | +50.7% |
| 5Y | +74.8% | +6.7% | +68.2% | +56.1% |
| All | +469.8% | +16.6% | +453.2% | +329.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling