+396.0%
HPE vs KKR
+64.7%
+331.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.2% | +12.2% | +12.3% |
| 7D | +19.4% | -6.2% | +25.6% | +22.8% |
| 30D | +5.6% | -8.9% | +14.5% | +10.0% |
| 3M | +33.1% | +6.3% | +26.8% | +28.7% |
| 6M | +192.5% | +16.5% | +176.0% | +168.5% |
| YTD | +160.9% | -20.3% | +181.2% | +184.4% |
| 1Y | +155.0% | -29.8% | +184.8% | +194.5% |
| 3Y | +289.4% | +63.2% | +226.2% | +209.0% |
| All | +396.0% | +64.7% | +331.3% | +270.3% |
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