+179.3%
HOOD vs KKR
+72.2%
+107.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -0.4% |
| 7D | +7.7% | -2.2% | +9.9% | +10.2% |
| 30D | +22.0% | +0.3% | +21.7% | +21.7% |
| 3M | +37.6% | +8.8% | +28.8% | +26.5% |
| 6M | +45.3% | +14.9% | +30.4% | +27.5% |
| YTD | +1.9% | -17.9% | +19.8% | +19.0% |
| 1Y | -2.7% | -23.7% | +21.0% | +19.1% |
| 3Y | +973.4% | +69.1% | +904.3% | +571.7% |
| 5Y | +179.3% | +72.6% | +106.7% | +72.9% |
| All | +179.3% | +72.2% | +107.1% | +72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling