+375.9%
KKR vs DOW
-15.4%
+391.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | -0.6% | -2.9% | +2.3% | +0.5% |
| 30D | +3.0% | +2.0% | +1.1% | +1.8% |
| 3M | +13.6% | -12.5% | +26.2% | +19.0% |
| 6M | +16.2% | -9.2% | +25.4% | +16.4% |
| YTD | -16.6% | +30.8% | -47.4% | -30.9% |
| 1Y | -23.2% | +29.4% | -52.6% | -37.0% |
| 3Y | +71.7% | -34.6% | +106.3% | +94.1% |
| 5Y | +74.8% | -35.9% | +110.8% | +99.4% |
| All | +375.9% | -15.4% | +391.4% | +306.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling