+695.1%
KKR vs HAS
+59.3%
+635.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.7% |
| 7D | -8.1% | -3.1% | -5.0% | -6.9% |
| 30D | -9.1% | -6.4% | -2.7% | -6.5% |
| 3M | +6.4% | +10.4% | -4.0% | +1.4% |
| 6M | +12.6% | -3.7% | +16.2% | +12.9% |
| YTD | -20.4% | +12.5% | -32.9% | -25.7% |
| 1Y | -27.1% | +19.8% | -46.9% | -33.9% |
| 3Y | +63.8% | +46.0% | +17.9% | +32.1% |
| 5Y | +67.6% | +12.5% | +55.1% | +49.9% |
| All | +695.1% | +59.3% | +635.7% | +501.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HAS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling