+1,632.8%
KKR vs HALO
+1,382.0%
+250.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | -8.1% | -3.4% | -4.7% | -7.5% |
| 30D | -9.1% | +4.3% | -13.4% | -9.8% |
| 3M | +6.4% | +51.8% | -45.4% | -1.9% |
| 6M | +12.6% | +57.8% | -45.2% | +2.8% |
| YTD | -20.4% | +59.0% | -79.4% | -27.6% |
| 1Y | -27.1% | +41.2% | -68.2% | -32.3% |
| 3Y | +63.8% | +177.8% | -114.0% | +30.1% |
| 5Y | +67.6% | +159.5% | -91.8% | +33.3% |
| 10Y | +702.6% | +963.6% | -261.0% | +389.6% |
| All | +1,632.8% | +1,382.0% | +250.8% | +658.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling