+256.9%
HL vs KKR
+710.9%
-454.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -4.4% | -6.2% | +1.8% | -2.0% |
| 30D | +9.3% | -8.9% | +18.2% | +13.1% |
| 3M | +32.0% | +6.3% | +25.7% | +28.7% |
| 6M | -6.4% | +16.5% | -22.9% | -12.3% |
| YTD | +3.1% | -20.3% | +23.4% | +10.4% |
| 1Y | +77.6% | -29.8% | +107.4% | +98.2% |
| 3Y | +392.8% | +63.2% | +329.6% | +270.0% |
| 5Y | +234.1% | +68.0% | +166.1% | +135.6% |
| All | +256.9% | +710.9% | -454.0% | +105.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling