+73.3%
HAL vs KKR
+1,697.8%
-1,624.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.3% | +0.4% |
| 7D | +2.9% | -0.9% | +3.8% | +3.3% |
| 30D | +17.0% | +2.2% | +14.9% | +15.1% |
| 3M | -9.7% | +13.1% | -22.7% | -16.3% |
| 6M | +8.6% | +15.3% | -6.6% | -1.8% |
| YTD | +33.0% | -15.0% | +48.0% | +39.1% |
| 1Y | +68.3% | -21.0% | +89.3% | +81.6% |
| 3Y | +0.1% | +76.7% | -76.6% | -35.3% |
| 5Y | +102.6% | +74.3% | +28.3% | +22.4% |
| 10Y | +3.8% | +753.7% | -749.9% | -73.6% |
| All | +73.3% | +1,697.8% | -1,624.5% | -71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling