-13.7%
KKR vs DTE
+5.6%
-19.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.4% | +3.1% | +5.5% |
| 7D | +8.9% | +4.2% | +4.7% | +8.9% |
| 30D | +12.7% | +10.0% | +2.7% | +13.0% |
| 3M | -6.2% | -2.1% | -4.1% | -7.3% |
| 6M | -1.5% | -4.7% | +3.1% | -3.4% |
| YTD | -20.1% | +9.3% | -29.4% | -19.5% |
| 1Y | -13.7% | +6.6% | -20.3% | -12.8% |
| All | -13.7% | +5.6% | -19.3% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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