-43.1%
KHC vs KKR
+487.8%
-531.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | -0.4% |
| 7D | -1.8% | -0.9% | -0.9% | -1.7% |
| 30D | -1.9% | +2.2% | -4.0% | -2.3% |
| 3M | +14.4% | +13.1% | +1.3% | +12.1% |
| 6M | +8.7% | +15.3% | -6.5% | +5.9% |
| YTD | +7.8% | -15.0% | +22.8% | +9.6% |
| 1Y | -1.5% | -21.0% | +19.5% | +1.0% |
| 3Y | -9.9% | +76.7% | -86.6% | -23.2% |
| 5Y | -10.7% | +74.3% | -85.1% | -26.6% |
| 10Y | -55.7% | +753.7% | -809.4% | -76.2% |
| All | -43.1% | +487.8% | -531.0% | -65.4% |
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 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