+155.3%
HBAN vs KKR
+710.9%
-555.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.0% | -6.2% | +5.2% | +2.1% |
| 30D | -5.6% | -8.9% | +3.3% | -1.6% |
| 3M | -1.1% | +6.3% | -7.4% | -5.0% |
| 6M | +9.9% | +16.5% | -6.6% | +0.1% |
| YTD | -0.9% | -20.3% | +19.3% | +8.0% |
| 1Y | -1.4% | -29.8% | +28.4% | +14.2% |
| 3Y | +78.2% | +63.2% | +15.0% | +26.6% |
| 5Y | +37.0% | +68.0% | -30.9% | -10.0% |
| All | +155.3% | +710.9% | -555.6% | -32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling