+636.8%
HON vs KKR
+1,637.1%
-1,000.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.1% |
| 7D | -0.6% | -2.2% | +1.6% | +0.2% |
| 30D | -15.4% | +0.3% | -15.6% | -15.8% |
| 3M | -9.1% | +8.8% | -18.0% | -12.2% |
| 6M | -17.1% | +14.9% | -32.0% | -21.8% |
| YTD | +1.5% | -17.9% | +19.4% | +6.5% |
| 1Y | -1.3% | -23.7% | +22.4% | +5.5% |
| 3Y | +19.5% | +69.1% | -49.5% | -9.6% |
| 5Y | +3.1% | +72.6% | -69.5% | -26.5% |
| 10Y | +138.4% | +728.2% | -589.9% | -10.4% |
| All | +636.8% | +1,637.1% | -1,000.2% | +88.7% |
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