+358.3%
HL vs KKR
+1,637.1%
-1,278.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.5% |
| 7D | +0.4% | -2.2% | +2.6% | +1.2% |
| 30D | +18.8% | +0.3% | +18.6% | +18.5% |
| 3M | +43.7% | +8.8% | +34.9% | +38.8% |
| 6M | -1.0% | +14.9% | -16.0% | -7.0% |
| YTD | +8.7% | -17.9% | +26.6% | +15.1% |
| 1Y | +105.0% | -23.7% | +128.7% | +121.8% |
| 3Y | +427.3% | +69.1% | +358.2% | +292.7% |
| 5Y | +249.3% | +72.6% | +176.7% | +146.4% |
| 10Y | +284.2% | +728.2% | -444.1% | +37.6% |
| All | +358.3% | +1,637.1% | -1,278.8% | +12.4% |
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 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