-13.5%
KHC vs KKR
+67.4%
-80.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.1% |
| 7D | -4.8% | -2.2% | -2.6% | -4.7% |
| 30D | +0.3% | +0.3% | 0.0% | +0.3% |
| 3M | +6.7% | +8.8% | -2.1% | +6.7% |
| 6M | +4.2% | +14.9% | -10.7% | +4.0% |
| YTD | +6.7% | -17.9% | +24.6% | +7.2% |
| 1Y | -1.4% | -23.7% | +22.3% | -0.9% |
| All | -13.5% | +67.4% | -80.9% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling