+36.3%
HBAN vs KKR
+64.7%
-28.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.0% | -6.2% | +5.2% | +1.7% |
| 30D | -5.6% | -8.9% | +3.3% | -2.1% |
| 3M | -1.1% | +6.3% | -7.4% | -4.5% |
| 6M | +9.9% | +16.5% | -6.6% | +1.4% |
| YTD | -0.9% | -20.3% | +19.3% | +7.1% |
| 1Y | -1.4% | -29.8% | +28.4% | +12.4% |
| 3Y | +78.2% | +63.2% | +15.0% | +35.6% |
| All | +36.3% | +64.7% | -28.4% | -3.7% |
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 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