+79.0%
KKR vs DOCN
+54.1%
+24.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.8% | -4.7% | -2.5% |
| 7D | -0.9% | +1.1% | -2.0% | -1.2% |
| 30D | +2.2% | -9.6% | +11.8% | +3.7% |
| 3M | +13.1% | -37.7% | +50.8% | +23.3% |
| 6M | +15.3% | +115.2% | -100.0% | -12.9% |
| YTD | -15.0% | +133.7% | -148.7% | -37.9% |
| 1Y | -21.0% | +250.2% | -271.2% | -49.3% |
| 3Y | +76.7% | +320.3% | -243.6% | +1.9% |
| All | +79.0% | +54.1% | +24.9% | +12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling