+1,571.2%
HD vs KKR
+1,697.8%
-126.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.8% | +1.5% |
| 7D | -2.1% | -0.9% | -1.2% | -1.8% |
| 30D | -8.4% | +2.2% | -10.6% | -9.2% |
| 3M | +4.3% | +13.1% | -8.7% | +0.1% |
| 6M | -11.1% | +15.3% | -26.4% | -15.6% |
| YTD | -4.7% | -15.0% | +10.3% | -1.4% |
| 1Y | -19.8% | -21.0% | +1.2% | -15.5% |
| 3Y | +4.1% | +76.7% | -72.6% | -19.3% |
| 5Y | +10.3% | +74.3% | -64.0% | -17.1% |
| 10Y | +203.2% | +753.7% | -550.6% | +38.1% |
| All | +1,571.2% | +1,697.8% | -126.5% | +468.1% |
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