+66.5%
KKR vs BHP
+110.7%
-44.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -6.2% | -3.6% | -2.6% | -4.7% |
| 30D | -8.9% | -1.2% | -7.7% | -8.6% |
| 3M | +6.3% | +1.2% | +5.1% | +4.9% |
| 6M | +16.5% | +21.4% | -4.9% | +4.5% |
| YTD | -20.3% | +50.4% | -70.7% | -36.4% |
| 1Y | -29.8% | +67.5% | -97.3% | -47.1% |
| 3Y | +63.2% | +72.8% | -9.6% | +17.0% |
| All | +66.5% | +110.7% | -44.2% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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