-29.8%
KKR vs DT
+6.2%
-36.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -6.2% | -1.6% | -4.6% | -5.8% |
| 30D | -8.9% | +3.0% | -11.9% | -9.6% |
| 3M | +6.3% | +26.5% | -20.2% | -1.5% |
| 6M | +16.5% | +35.9% | -19.5% | +3.1% |
| YTD | -20.3% | +17.8% | -38.1% | -27.7% |
| 1Y | -29.8% | +4.1% | -33.8% | -35.1% |
| All | -29.8% | +6.2% | -36.0% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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