+45.9%
HLT vs KKR
-12.5%
+58.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.6% | -2.1% | +2.5% |
| 7D | +7.7% | +8.9% | -1.2% | +6.2% |
| 30D | +19.1% | +12.7% | +6.5% | +16.7% |
| 3M | +20.7% | -6.2% | +26.9% | +21.3% |
| 6M | +21.0% | -1.5% | +22.6% | +20.4% |
| YTD | +31.3% | -20.1% | +51.3% | +35.0% |
| 1Y | +45.9% | -13.7% | +59.6% | +42.3% |
| All | +45.9% | -12.5% | +58.3% | +42.3% |
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