+66.5%
KKR vs DHI
+61.2%
+5.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.6% |
| 7D | -6.2% | -3.4% | -2.8% | -4.7% |
| 30D | -8.9% | -5.4% | -3.4% | -6.5% |
| 3M | +6.3% | -10.4% | +16.7% | +11.2% |
| 6M | +16.5% | -2.8% | +19.2% | +16.7% |
| YTD | -20.3% | -3.4% | -16.8% | -20.6% |
| 1Y | -29.8% | -22.9% | -6.9% | -22.6% |
| 3Y | +63.2% | +20.7% | +42.5% | +30.5% |
| All | +66.5% | +61.2% | +5.3% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 5y: compounded portfolio wealth divided by compounded DHI 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…
5y analysis · Full analysis span regression · 6 months rolling