-18.2%
KKR vs DOCS
-33.3%
+15.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +1.6% | +2.6% | -0.9% | +1.3% |
| 30D | +14.5% | +11.4% | +3.1% | +13.0% |
| 3M | -15.0% | +25.4% | -40.3% | -17.3% |
| 6M | +1.0% | +42.5% | -41.5% | -3.6% |
| YTD | -22.6% | -24.7% | +2.1% | -16.7% |
| 1Y | -18.2% | -32.9% | +14.7% | -8.9% |
| All | -18.2% | -33.3% | +15.1% | -8.9% |
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