+12.5%
KHC vs KKR
-12.5%
+24.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.6% | -1.8% | +3.5% |
| 7D | +6.6% | +8.9% | -2.3% | +6.2% |
| 30D | +16.5% | +12.7% | +3.8% | +15.9% |
| 3M | -3.0% | -6.2% | +3.2% | -3.3% |
| 6M | +17.4% | -1.5% | +18.9% | +17.3% |
| YTD | +10.3% | -20.1% | +30.4% | +9.6% |
| 1Y | +12.5% | -13.7% | +26.2% | +9.4% |
| All | +12.5% | -12.5% | +24.9% | +9.4% |
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