+144.0%
HPQ vs KKR
+1,637.1%
-1,493.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.6% | +6.5% | +5.6% |
| 7D | +2.2% | -2.2% | +4.4% | +3.1% |
| 30D | +9.7% | +0.3% | +9.5% | +9.2% |
| 3M | +32.7% | +8.8% | +23.9% | +27.0% |
| 6M | +77.7% | +14.9% | +62.8% | +65.1% |
| YTD | +51.0% | -17.9% | +68.9% | +60.6% |
| 1Y | +18.4% | -23.7% | +42.1% | +29.7% |
| 3Y | +25.6% | +69.1% | -43.5% | -7.0% |
| 5Y | +38.6% | +72.6% | -33.9% | -2.4% |
| 10Y | +226.1% | +728.2% | -502.1% | +17.3% |
| All | +144.0% | +1,637.1% | -1,493.0% | -34.9% |
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 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