-2.6%
HD vs KKR
-19.3%
+16.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | +1.5% | +1.6% | -0.1% | +1.1% |
| 30D | +18.0% | +14.5% | +3.5% | +15.0% |
| 3M | +2.8% | -15.0% | +17.8% | +5.4% |
| 6M | +17.0% | +1.0% | +15.9% | +16.5% |
| YTD | +3.5% | -22.6% | +26.2% | +7.1% |
| 1Y | -2.6% | -18.2% | +15.6% | -0.8% |
| All | -2.6% | -19.3% | +16.8% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling