+70.5%
KKR vs DOCS
-20.2%
+90.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.5% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +7.9% | +7.8% | +0.1% | +6.4% |
| 3M | -4.4% | +20.0% | -24.4% | -7.7% |
| 6M | -4.0% | +26.5% | -30.5% | -9.8% |
| YTD | -22.6% | -25.8% | +3.2% | -20.3% |
| 1Y | -18.6% | -39.5% | +20.9% | -13.0% |
| 3Y | +60.6% | +60.3% | +0.3% | +37.0% |
| 5Y | +28.4% | -57.0% | +85.5% | +24.8% |
| All | +70.5% | -20.2% | +90.7% | +66.3% |
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