-13.6%
KHC vs KKR
+64.7%
-78.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -1.0% | -6.2% | +5.2% | -0.8% |
| 30D | +1.9% | -8.9% | +10.7% | +2.2% |
| 3M | +3.2% | +6.3% | -3.1% | +3.1% |
| 6M | +10.0% | +16.5% | -6.5% | +9.5% |
| YTD | +6.7% | -20.3% | +27.0% | +7.4% |
| 1Y | -0.9% | -29.8% | +28.9% | +0.1% |
| 3Y | -13.6% | +63.2% | -76.7% | -15.9% |
| All | -13.6% | +64.7% | -78.3% | -17.5% |
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