+66.5%
KKR vs HALO
+158.6%
-92.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.2% | -2.7% | -3.5% | -5.6% |
| 30D | -8.9% | +5.3% | -14.2% | -10.0% |
| 3M | +6.3% | +51.6% | -45.3% | -4.5% |
| 6M | +16.5% | +61.3% | -44.8% | +2.7% |
| YTD | -20.3% | +59.3% | -79.5% | -29.8% |
| 1Y | -29.8% | +38.3% | -68.1% | -36.0% |
| 3Y | +63.2% | +185.9% | -122.7% | +11.9% |
| All | +66.5% | +158.6% | -92.1% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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