+79.0%
KKR vs DOC
-24.5%
+103.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -0.9% |
| 7D | -0.9% | -1.5% | +0.6% | -0.1% |
| 30D | +2.2% | -4.8% | +6.9% | +4.5% |
| 3M | +13.1% | +6.9% | +6.2% | +8.6% |
| 6M | +15.3% | +20.7% | -5.5% | +2.6% |
| YTD | -15.0% | +34.1% | -49.2% | -29.2% |
| 1Y | -21.0% | +22.6% | -43.6% | -30.9% |
| 3Y | +76.7% | +20.8% | +55.9% | +54.6% |
| All | +79.0% | -24.5% | +103.5% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling