+123.6%
HOOD vs KKR
+64.2%
+59.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -5.0% |
| 7D | -3.8% | +1.6% | -5.4% | -5.2% |
| 30D | -23.0% | +14.5% | -37.5% | -32.0% |
| 3M | -21.6% | -15.0% | -6.7% | -10.1% |
| 6M | +1.4% | +1.0% | +0.4% | -0.9% |
| YTD | -31.2% | -22.6% | -8.5% | -15.7% |
| 1Y | -35.9% | -18.2% | -17.7% | -25.6% |
| 3Y | +836.9% | +56.4% | +780.6% | +515.2% |
| 5Y | +121.1% | +29.6% | +91.6% | +67.0% |
| All | +123.6% | +64.2% | +59.4% | +27.2% |
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