+111.9%
HAL vs KKR
+72.2%
+39.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.4% |
| 7D | -1.3% | -2.2% | +0.9% | -0.6% |
| 30D | +10.9% | +0.3% | +10.6% | +10.4% |
| 3M | -5.8% | +8.8% | -14.7% | -9.4% |
| 6M | +8.1% | +14.9% | -6.8% | +1.2% |
| YTD | +33.2% | -17.9% | +51.1% | +40.3% |
| 1Y | +74.2% | -23.7% | +97.9% | +87.8% |
| 3Y | -3.7% | +69.1% | -72.7% | -25.5% |
| 5Y | +111.9% | +72.6% | +39.3% | +58.2% |
| All | +111.9% | +72.2% | +39.7% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling