+51.0%
HPQ vs KKR
+64.7%
-13.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.3% |
| 7D | +9.8% | -6.2% | +15.9% | +12.5% |
| 30D | +22.4% | -8.9% | +31.2% | +26.8% |
| 3M | +45.2% | +6.3% | +38.9% | +40.4% |
| 6M | +96.4% | +16.5% | +80.0% | +82.0% |
| YTD | +65.4% | -20.3% | +85.6% | +78.3% |
| 1Y | +31.6% | -29.8% | +61.4% | +49.4% |
| 3Y | +37.0% | +63.2% | -26.1% | +2.9% |
| All | +51.0% | +64.7% | -13.8% | +6.5% |
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