-18.2%
KKR vs DOC
+21.6%
-39.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | +14.5% | +7.7% | +6.8% | +13.3% |
| 3M | -15.0% | -2.0% | -13.0% | -15.1% |
| 6M | +1.0% | +5.9% | -4.8% | 0.0% |
| YTD | -22.6% | +31.8% | -54.5% | -25.0% |
| 1Y | -18.2% | +22.5% | -40.7% | -20.1% |
| All | -18.2% | +21.6% | -39.8% | -20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling