+114.7%
KKR vs DOCN
+70.4%
+44.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -15.9% | +12.9% | +0.2% |
| 7D | +2.6% | -29.3% | +31.9% | +9.6% |
| 30D | +8.4% | -46.0% | +54.4% | +21.6% |
| 3M | -6.8% | -43.2% | +36.4% | +2.0% |
| 6M | -3.3% | -53.7% | +50.5% | +8.6% |
| YTD | -22.5% | +46.9% | -69.4% | -37.6% |
| 1Y | -16.7% | +54.3% | -71.1% | -34.0% |
| 3Y | +64.2% | +185.5% | -121.4% | +5.0% |
| 5Y | +27.7% | -31.1% | +58.8% | -4.0% |
| All | +114.7% | +70.4% | +44.3% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling