-13.7%
KKR vs DOW
+50.2%
-63.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.2% | +8.8% | +5.6% |
| 7D | +8.9% | -4.2% | +13.1% | +9.0% |
| 30D | +12.7% | +14.7% | -2.0% | +12.2% |
| 3M | -6.2% | +9.1% | -15.2% | -6.5% |
| 6M | -1.5% | -17.7% | +16.1% | +1.5% |
| YTD | -20.1% | +44.6% | -64.7% | -32.8% |
| 1Y | -13.7% | +51.9% | -65.6% | -28.7% |
| All | -13.7% | +50.2% | -63.9% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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