+77.6%
HL vs KKR
-26.9%
+104.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -4.4% | -6.2% | +1.8% | -3.0% |
| 30D | +9.3% | -8.9% | +18.2% | +11.3% |
| 3M | +32.0% | +6.3% | +25.7% | +30.5% |
| 6M | -6.4% | +16.5% | -22.9% | -8.2% |
| YTD | +3.1% | -20.3% | +23.4% | +6.3% |
| 1Y | +77.6% | -29.8% | +107.4% | +85.1% |
| All | +77.6% | -26.9% | +104.5% | +85.1% |
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 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