+720.4%
KKR vs HAS
+57.2%
+663.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.9% |
| 7D | -2.2% | -4.8% | +2.6% | -0.1% |
| 30D | +0.3% | -5.1% | +5.4% | +2.6% |
| 3M | +8.8% | +6.4% | +2.4% | +5.4% |
| 6M | +14.9% | -5.6% | +20.5% | +16.3% |
| YTD | -17.9% | +11.0% | -28.9% | -22.9% |
| 1Y | -23.7% | +16.8% | -40.5% | -30.0% |
| 3Y | +69.1% | +44.0% | +25.0% | +37.1% |
| 5Y | +72.6% | +11.0% | +61.6% | +55.2% |
| All | +720.4% | +57.2% | +663.2% | +524.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling