+651.4%
KKR vs DRI
+331.7%
+319.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.7% |
| 7D | +1.6% | +1.1% | +0.6% | +1.2% |
| 30D | +14.5% | +9.7% | +4.8% | +10.0% |
| 3M | -15.0% | +3.2% | -18.1% | -16.4% |
| 6M | +1.0% | +20.6% | -19.5% | -8.0% |
| YTD | -22.6% | +28.3% | -50.9% | -31.9% |
| 1Y | -18.2% | +34.5% | -52.7% | -29.7% |
| 3Y | +56.4% | +66.5% | -10.1% | +20.2% |
| 5Y | +29.6% | +79.6% | -50.1% | -3.9% |
| All | +651.4% | +331.7% | +319.7% | +254.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling