+75.3%
KKR vs DOCS
-21.3%
+96.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +3.1% |
| 7D | +5.1% | -0.6% | +5.6% | +5.2% |
| 30D | +10.9% | +6.3% | +4.6% | +9.7% |
| 3M | -2.9% | +26.5% | -29.4% | -7.0% |
| 6M | -1.2% | +24.8% | -26.0% | -7.1% |
| YTD | -20.4% | -26.8% | +6.3% | -17.8% |
| 1Y | -15.4% | -38.3% | +22.9% | -10.0% |
| 3Y | +61.9% | +36.0% | +25.9% | +42.8% |
| 5Y | +38.3% | -55.0% | +93.2% | +34.4% |
| All | +75.3% | -21.3% | +96.5% | +71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling