+370.2%
HBAN vs KKR
+1,583.3%
-1,213.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +2.1% |
| 7D | -1.9% | -8.1% | +6.2% | +2.0% |
| 30D | -5.9% | -9.1% | +3.2% | -1.8% |
| 3M | +0.2% | +6.4% | -6.1% | -3.6% |
| 6M | +6.6% | +12.6% | -5.9% | -0.8% |
| YTD | -1.7% | -20.4% | +18.7% | +6.9% |
| 1Y | -1.7% | -27.1% | +25.3% | +11.0% |
| 3Y | +74.9% | +63.8% | +11.1% | +27.4% |
| 5Y | +36.0% | +67.6% | -31.7% | -7.1% |
| 10Y | +156.9% | +702.6% | -545.7% | -20.6% |
| All | +370.2% | +1,583.3% | -1,213.2% | -14.6% |
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