+1,728.8%
HD vs KKR
+1,569.6%
+159.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | -1.2% | -1.3% | +0.1% | -0.8% |
| 30D | +20.9% | +9.3% | +11.6% | +17.6% |
| 3M | -0.2% | -9.8% | +9.7% | +2.9% |
| 6M | +14.5% | +1.0% | +13.5% | +13.5% |
| YTD | +4.3% | -21.1% | +25.4% | +10.3% |
| 1Y | -3.5% | -17.0% | +13.5% | +0.3% |
| 3Y | +30.1% | +60.6% | -30.5% | +4.1% |
| 5Y | +8.5% | +33.6% | -25.1% | -11.0% |
| 10Y | +245.3% | +687.0% | -441.8% | +61.3% |
| All | +1,728.8% | +1,569.6% | +159.1% | +535.5% |
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