+57.9%
HAL vs KKR
+1,536.3%
-1,478.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.7% |
| 7D | +6.1% | +1.6% | +4.5% | +5.2% |
| 30D | +2.9% | +14.5% | -11.7% | -4.6% |
| 3M | +3.3% | -15.0% | +18.3% | +10.8% |
| 6M | -16.9% | +1.0% | -17.9% | -19.6% |
| YTD | +21.2% | -22.6% | +43.8% | +31.8% |
| 1Y | +27.5% | -18.2% | +45.8% | +34.3% |
| 3Y | -6.4% | +56.4% | -62.8% | -35.7% |
| 5Y | +58.0% | +29.6% | +28.5% | +13.4% |
| 10Y | -14.6% | +671.3% | -685.9% | -77.3% |
| All | +57.9% | +1,536.3% | -1,478.3% | -72.8% |
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