+735.7%
KKR vs DOC
+21.1%
+714.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +0.9% |
| 7D | +0.1% | +5.9% | -5.8% | -2.5% |
| 30D | +7.9% | +10.3% | -2.4% | +3.1% |
| 3M | -4.4% | -2.2% | -2.2% | -3.6% |
| 6M | -4.0% | +8.2% | -12.2% | -7.8% |
| YTD | -22.6% | +35.4% | -58.0% | -34.3% |
| 1Y | -18.6% | +23.6% | -42.2% | -27.8% |
| 3Y | +60.6% | +57.3% | +3.4% | +25.0% |
| 5Y | +28.4% | -19.6% | +48.0% | +37.1% |
| 10Y | +735.7% | +20.8% | +714.9% | +671.9% |
| All | +735.7% | +21.1% | +714.6% | +671.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling