+120.3%
KKR vs DOCN
+91.6%
+28.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.3% | +2.5% |
| 7D | +5.1% | -12.1% | +17.2% | +7.4% |
| 30D | +10.9% | -41.0% | +51.9% | +22.1% |
| 3M | -2.9% | -38.7% | +35.8% | +4.7% |
| 6M | -1.2% | -51.5% | +50.2% | +10.1% |
| YTD | -20.4% | +65.3% | -85.7% | -37.5% |
| 1Y | -15.4% | +53.9% | -69.3% | -32.5% |
| 3Y | +61.9% | +215.6% | -153.6% | +1.5% |
| 5Y | +38.3% | -26.2% | +64.4% | +1.6% |
| All | +120.3% | +91.6% | +28.6% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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