+116.4%
HPE vs KKR
-12.5%
+128.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.6% | -11.2% | -6.9% |
| 7D | -17.0% | +8.9% | -25.9% | -18.9% |
| 30D | -26.7% | +12.7% | -39.4% | -29.2% |
| 3M | -4.1% | -6.2% | +2.0% | -2.2% |
| 6M | +75.4% | -1.5% | +77.0% | +76.0% |
| YTD | +111.0% | -20.1% | +131.1% | +137.3% |
| 1Y | +116.4% | -13.7% | +130.1% | +127.1% |
| All | +116.4% | -12.5% | +128.9% | +127.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling