-13.7%
KKR vs DG
+45.3%
-59.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +8.5% | -2.9% | +4.0% |
| 7D | +8.9% | +12.3% | -3.3% | +6.7% |
| 30D | +12.7% | +19.3% | -6.6% | +9.5% |
| 3M | -6.2% | +11.9% | -18.0% | -8.1% |
| 6M | -1.5% | +25.0% | -26.5% | -5.1% |
| YTD | -20.1% | +8.7% | -28.8% | -22.7% |
| 1Y | -13.7% | +44.7% | -58.4% | -18.9% |
| All | -13.7% | +45.3% | -59.0% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling