+132.3%
HON vs KKR
+710.9%
-578.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.5% | -6.2% | +2.7% | -1.4% |
| 30D | -13.8% | -8.9% | -4.9% | -11.2% |
| 3M | -11.7% | +6.3% | -17.9% | -14.0% |
| 6M | -18.7% | +16.5% | -35.2% | -23.7% |
| YTD | +0.2% | -20.3% | +20.5% | +6.2% |
| 1Y | -3.1% | -29.8% | +26.7% | +6.8% |
| 3Y | +17.0% | +63.2% | -46.2% | -12.0% |
| 5Y | +2.0% | +68.0% | -65.9% | -28.4% |
| All | +132.3% | +710.9% | -578.6% | -12.1% |
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 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