+1,688.1%
KKR vs DE
+1,436.1%
+252.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.3% |
| 7D | -2.2% | -3.0% | +0.8% | -0.6% |
| 30D | +0.3% | +11.1% | -10.9% | -5.9% |
| 3M | +8.8% | +17.6% | -8.8% | -1.3% |
| 6M | +14.9% | +13.6% | +1.3% | +5.2% |
| YTD | -17.9% | +46.3% | -64.1% | -35.8% |
| 1Y | -23.7% | +44.2% | -67.9% | -40.1% |
| 3Y | +69.1% | +76.6% | -7.5% | +16.5% |
| 5Y | +72.6% | +98.2% | -25.7% | +7.0% |
| 10Y | +728.2% | +863.5% | -135.3% | +80.8% |
| All | +1,688.1% | +1,436.1% | +252.1% | +194.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling