-21.0%
KKR vs DRI
+6.9%
-27.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -0.9% | +0.6% | -1.5% | -1.0% |
| 30D | +2.2% | +3.8% | -1.7% | +1.2% |
| 3M | +13.1% | +13.0% | +0.1% | +9.5% |
| 6M | +15.3% | +8.3% | +6.9% | +12.2% |
| YTD | -15.0% | +20.6% | -35.6% | -19.4% |
| 1Y | -21.0% | +6.5% | -27.5% | -28.7% |
| All | -21.0% | +6.9% | -27.9% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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