+87.3%
KKR vs DOCS
-36.0%
+123.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.4% |
| 7D | -0.9% | -1.4% | +0.5% | -0.6% |
| 30D | +2.2% | +21.8% | -19.7% | -2.4% |
| 3M | +13.1% | +27.3% | -14.2% | +7.1% |
| 6M | +15.3% | -0.3% | +15.6% | +12.9% |
| YTD | -15.0% | -40.5% | +25.5% | -8.8% |
| 1Y | -21.0% | -61.5% | +40.5% | -8.5% |
| 3Y | +76.7% | +8.2% | +68.5% | +62.2% |
| 5Y | +74.3% | -73.4% | +147.8% | +77.6% |
| All | +87.3% | -36.0% | +123.2% | +90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling