+38.3%
KKR vs DOCS
-49.9%
+88.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.5% |
| 3M | -2.9% | +26.5% | -29.4% | -7.7% |
| 6M | -1.2% | +24.8% | -26.0% | -8.0% |
| YTD | -20.4% | -26.8% | +6.3% | -17.2% |
| 1Y | -15.4% | -38.3% | +22.9% | -8.8% |
| 3Y | +61.9% | +36.0% | +25.9% | +36.9% |
| 5Y | +38.3% | -55.0% | +93.2% | +41.5% |
| All | +38.3% | -49.9% | +88.1% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling