+65.0%
HAL vs KKR
-27.1%
+92.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.5% |
| 7D | -3.3% | -8.1% | +4.8% | -2.4% |
| 30D | +7.2% | -9.1% | +16.3% | +8.2% |
| 3M | -8.8% | +6.4% | -15.1% | -9.9% |
| 6M | +3.0% | +12.6% | -9.6% | +0.2% |
| YTD | +29.4% | -20.4% | +49.8% | +40.6% |
| All | +65.0% | -27.1% | +92.0% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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