+696.7%
KKR vs DE
+863.9%
-167.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -6.2% | -2.6% | -3.6% | -4.9% |
| 30D | -8.9% | +9.0% | -17.9% | -13.3% |
| 3M | +6.3% | +19.1% | -12.9% | -3.7% |
| 6M | +16.5% | +14.4% | +2.1% | +6.8% |
| YTD | -20.3% | +45.9% | -66.2% | -36.9% |
| 1Y | -29.8% | +43.6% | -73.4% | -44.1% |
| 3Y | +63.2% | +75.9% | -12.7% | +14.6% |
| 5Y | +68.0% | +98.8% | -30.8% | +6.3% |
| All | +696.7% | +863.9% | -167.2% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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