+696.7%
KKR vs DD
+66.6%
+630.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -6.2% | -3.5% | -2.7% | -4.1% |
| 30D | -8.9% | -11.7% | +2.8% | -1.8% |
| 3M | +6.3% | -9.2% | +15.5% | +12.6% |
| 6M | +16.5% | -7.2% | +23.6% | +20.0% |
| YTD | -20.3% | +6.6% | -26.9% | -25.0% |
| 1Y | -29.8% | +32.0% | -61.8% | -42.7% |
| 3Y | +63.2% | +42.1% | +21.0% | +24.4% |
| 5Y | +68.0% | +58.1% | +9.9% | +20.1% |
| All | +696.7% | +66.6% | +630.1% | +352.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 10y: compounded portfolio wealth divided by compounded DD 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…
10y analysis · Full analysis span regression · 6 months rolling