+66.5%
KKR vs DOW
-37.7%
+104.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +1.1% |
| 7D | -6.2% | -1.4% | -4.8% | -5.7% |
| 30D | -8.9% | -3.9% | -4.9% | -7.7% |
| 3M | +6.3% | -12.7% | +18.9% | +11.4% |
| 6M | +16.5% | -13.7% | +30.1% | +19.0% |
| YTD | -20.3% | +28.4% | -48.6% | -35.0% |
| 1Y | -29.8% | +21.8% | -51.5% | -41.8% |
| 3Y | +63.2% | -35.7% | +98.9% | +97.8% |
| All | +66.5% | -37.7% | +104.2% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling