+67.6%
KKR vs DT
-27.8%
+95.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.8% |
| 7D | -8.1% | -2.5% | -5.6% | -7.1% |
| 30D | -9.1% | +3.5% | -12.6% | -10.6% |
| 3M | +6.4% | +26.7% | -20.4% | -5.5% |
| 6M | +12.6% | +36.1% | -23.6% | -5.0% |
| YTD | -20.4% | +18.6% | -39.1% | -28.5% |
| 1Y | -27.1% | +7.9% | -34.9% | -31.7% |
| 3Y | +63.8% | +8.6% | +55.3% | +50.4% |
| 5Y | +67.6% | -26.7% | +94.3% | +63.6% |
| All | +67.6% | -27.8% | +95.4% | +63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling