+651.4%
KKR vs DOC
+21.2%
+630.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +1.6% | -0.9% | +2.5% | +2.0% |
| 30D | +14.5% | +7.7% | +6.8% | +10.7% |
| 3M | -15.0% | -2.0% | -13.0% | -14.2% |
| 6M | +1.0% | +5.9% | -4.8% | -2.1% |
| YTD | -22.6% | +31.8% | -54.5% | -33.5% |
| 1Y | -18.2% | +22.5% | -40.7% | -27.3% |
| 3Y | +56.4% | +54.7% | +1.7% | +22.4% |
| 5Y | +29.6% | -21.3% | +50.9% | +39.7% |
| All | +651.4% | +21.2% | +630.2% | +600.2% |
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