+1,750.7%
KKR vs DOC
+55.1%
+1,695.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.0% |
| 7D | -0.9% | -1.5% | +0.6% | -0.2% |
| 30D | +2.2% | -4.8% | +6.9% | +4.4% |
| 3M | +13.1% | +6.9% | +6.2% | +9.0% |
| 6M | +15.3% | +20.7% | -5.5% | +3.5% |
| YTD | -15.0% | +34.1% | -49.2% | -27.7% |
| 1Y | -21.0% | +22.6% | -43.6% | -30.0% |
| 3Y | +76.7% | +20.8% | +55.9% | +55.4% |
| 5Y | +74.3% | -24.9% | +99.2% | +92.1% |
| 10Y | +753.7% | -1.8% | +755.6% | +681.2% |
| All | +1,750.7% | +55.1% | +1,695.6% | +981.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling