+250.7%
HOOD vs KKR
+80.4%
+170.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.2% | -0.5% |
| 7D | +17.1% | -0.9% | +18.0% | +18.3% |
| 30D | +31.6% | +2.2% | +29.4% | +29.1% |
| 3M | +38.2% | +13.1% | +25.2% | +22.7% |
| 6M | +48.5% | +15.3% | +33.3% | +29.7% |
| YTD | +8.0% | -15.0% | +23.0% | +22.6% |
| 1Y | +18.7% | -21.0% | +39.7% | +41.6% |
| 3Y | +999.1% | +76.7% | +922.4% | +549.9% |
| 5Y | +181.7% | +74.3% | +107.3% | +56.1% |
| All | +250.7% | +80.4% | +170.2% | +85.0% |
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