+701.4%
KKR vs DOC
+15.7%
+685.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.5% | -2.2% |
| 7D | +2.2% | +6.5% | -4.2% | -0.6% |
| 30D | +7.6% | +9.2% | -1.6% | +3.3% |
| 3M | -6.5% | -2.5% | -4.0% | -5.6% |
| 6M | -3.9% | +7.1% | -11.0% | -7.4% |
| YTD | -23.9% | +33.0% | -56.9% | -34.8% |
| 1Y | -18.5% | +23.3% | -41.8% | -27.7% |
| 3Y | +65.8% | +44.9% | +20.8% | +34.0% |
| 5Y | +25.3% | -21.6% | +46.9% | +35.3% |
| All | +701.4% | +15.7% | +685.7% | +634.8% |
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