-21.0%
KKR vs DOCS
-60.9%
+39.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.5% |
| 7D | -0.9% | -1.4% | +0.5% | -0.7% |
| 30D | +2.2% | +21.8% | -19.7% | -0.5% |
| 3M | +13.1% | +27.3% | -14.2% | +9.3% |
| 6M | +15.3% | -0.3% | +15.6% | +15.1% |
| YTD | -15.0% | -40.5% | +25.5% | -7.2% |
| 1Y | -21.0% | -61.5% | +40.5% | -5.8% |
| All | -21.0% | -60.9% | +39.9% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling