+1,636.4%
KKR vs DTE
+474.1%
+1,162.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.9% |
| 7D | -6.2% | -2.6% | -3.6% | -4.8% |
| 30D | -8.9% | -4.4% | -4.5% | -6.6% |
| 3M | +6.3% | -8.3% | +14.6% | +11.0% |
| 6M | +16.5% | -8.1% | +24.5% | +21.0% |
| YTD | -20.3% | +4.4% | -24.7% | -23.3% |
| 1Y | -29.8% | +0.2% | -30.0% | -30.9% |
| 3Y | +63.2% | +42.6% | +20.6% | +28.3% |
| 5Y | +68.0% | +31.5% | +36.5% | +37.3% |
| 10Y | +704.3% | +138.2% | +566.1% | +331.1% |
| All | +1,636.4% | +474.1% | +1,162.3% | +234.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling