+1,688.1%
KKR vs BHP
+267.4%
+1,420.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.8% | -1.7% |
| 7D | -2.2% | +0.9% | -3.1% | -2.7% |
| 30D | +0.3% | +4.0% | -3.8% | -2.0% |
| 3M | +8.8% | +11.3% | -2.4% | +2.1% |
| 6M | +14.9% | +29.3% | -14.4% | -1.3% |
| YTD | -17.9% | +59.2% | -77.1% | -37.4% |
| 1Y | -23.7% | +80.8% | -104.5% | -45.7% |
| 3Y | +69.1% | +88.0% | -18.9% | +15.1% |
| 5Y | +72.6% | +126.6% | -54.1% | +3.4% |
| 10Y | +728.2% | +515.7% | +212.5% | +172.0% |
| All | +1,688.1% | +267.4% | +1,420.7% | +688.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling