+1,716.3%
KKR vs DLR
+463.3%
+1,253.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.1% |
| 7D | -0.6% | +3.4% | -4.0% | -2.1% |
| 30D | +3.0% | -2.2% | +5.3% | +4.0% |
| 3M | +13.6% | +4.7% | +8.9% | +10.4% |
| 6M | +16.2% | +9.0% | +7.2% | +10.8% |
| YTD | -16.6% | +24.1% | -40.7% | -25.2% |
| 1Y | -23.2% | +20.9% | -44.2% | -30.6% |
| 3Y | +71.7% | +60.0% | +11.7% | +35.4% |
| 5Y | +74.8% | +35.3% | +39.5% | +45.3% |
| 10Y | +711.6% | +165.8% | +545.8% | +394.0% |
| All | +1,716.3% | +463.3% | +1,253.0% | +599.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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