-13.7%
KKR vs DLTR
+45.2%
-58.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +9.6% | -4.1% | +3.9% |
| 7D | +8.9% | +15.6% | -6.7% | +6.4% |
| 30D | +12.7% | +29.9% | -17.2% | +8.4% |
| 3M | -6.2% | +12.5% | -18.6% | -8.1% |
| 6M | -1.5% | +56.3% | -57.8% | -9.3% |
| YTD | -20.1% | +19.5% | -39.6% | -20.4% |
| 1Y | -13.7% | +44.0% | -57.7% | -20.6% |
| All | -13.7% | +45.2% | -58.9% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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