+62.8%
KKR vs DOW
-34.9%
+97.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.3% |
| 7D | -8.1% | -2.4% | -5.7% | -7.5% |
| 30D | -9.1% | -4.1% | -5.0% | -8.2% |
| 3M | +6.4% | -12.4% | +18.8% | +10.1% |
| 6M | +12.6% | -10.6% | +23.2% | +12.9% |
| YTD | -20.4% | +31.1% | -51.5% | -32.6% |
| 1Y | -27.1% | +30.5% | -57.6% | -38.7% |
| All | +62.8% | -34.9% | +97.8% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling