+63.2%
KKR vs DE
+74.6%
-11.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -6.2% | -2.6% | -3.6% | -5.2% |
| 30D | -8.9% | +9.0% | -17.9% | -12.2% |
| 3M | +6.3% | +19.1% | -12.9% | -1.6% |
| 6M | +16.5% | +14.4% | +2.1% | +9.1% |
| YTD | -20.3% | +45.9% | -66.2% | -35.4% |
| 1Y | -29.8% | +43.6% | -73.4% | -42.8% |
| 3Y | +63.2% | +75.9% | -12.7% | +19.9% |
| All | +63.2% | +74.6% | -11.4% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling