+1,632.8%
KKR vs DLTR
+465.7%
+1,167.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -8.1% | -9.4% | +1.3% | -5.8% |
| 30D | -9.1% | -7.3% | -1.8% | -7.5% |
| 3M | +6.4% | +7.6% | -1.2% | +3.8% |
| 6M | +12.6% | +1.6% | +11.0% | +10.5% |
| YTD | -20.4% | -3.5% | -16.9% | -21.0% |
| 1Y | -27.1% | +20.0% | -47.1% | -31.8% |
| 3Y | +63.8% | +2.3% | +61.6% | +54.2% |
| 5Y | +67.6% | +31.5% | +36.1% | +42.8% |
| 10Y | +702.6% | +45.4% | +657.3% | +524.2% |
| All | +1,632.8% | +465.7% | +1,167.1% | +890.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling