+225.5%
HOOD vs KKR
+69.0%
+156.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | +1.0% |
| 7D | -9.1% | -8.1% | -1.0% | -2.2% |
| 30D | +20.1% | -9.1% | +29.2% | +30.9% |
| 3M | +31.2% | +6.4% | +24.9% | +22.9% |
| 6M | +44.3% | +12.6% | +31.8% | +28.6% |
| YTD | +0.2% | -20.4% | +20.6% | +20.4% |
| 1Y | -3.5% | -27.1% | +23.5% | +23.2% |
| 3Y | +955.2% | +63.8% | +891.4% | +566.7% |
| 5Y | +175.3% | +67.6% | +107.7% | +48.7% |
| All | +225.5% | +69.0% | +156.5% | +81.8% |
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