+63.2%
KKR vs DTE
+43.4%
+19.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -6.2% | -2.6% | -3.6% | -5.6% |
| 30D | -8.9% | -4.4% | -4.5% | -8.0% |
| 3M | +6.3% | -8.3% | +14.6% | +8.0% |
| 6M | +16.5% | -8.1% | +24.5% | +18.2% |
| YTD | -20.3% | +4.4% | -24.7% | -22.2% |
| 1Y | -29.8% | +0.2% | -30.0% | -30.6% |
| 3Y | +63.2% | +42.6% | +20.6% | +45.2% |
| All | +63.2% | +43.4% | +19.8% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling