-15.4%
KKR vs DOCS
-40.0%
+24.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +3.0% |
| 7D | +5.1% | -0.6% | +5.6% | +5.2% |
| 30D | +10.9% | +6.3% | +4.6% | +10.1% |
| 3M | -2.9% | +26.5% | -29.4% | -5.6% |
| 6M | -1.2% | +24.8% | -26.0% | -2.8% |
| YTD | -20.4% | -26.8% | +6.3% | -14.2% |
| 1Y | -15.4% | -38.3% | +22.9% | -4.0% |
| All | -15.4% | -40.0% | +24.5% | -4.0% |
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