+71.7%
KKR vs HAS
+45.6%
+26.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -0.9% |
| 7D | -0.6% | -3.1% | +2.5% | +0.6% |
| 30D | +3.0% | -2.7% | +5.7% | +4.2% |
| 3M | +13.6% | +8.9% | +4.7% | +9.6% |
| 6M | +16.2% | -2.9% | +19.1% | +16.3% |
| YTD | -16.6% | +12.6% | -29.2% | -21.7% |
| 1Y | -23.2% | +17.5% | -40.7% | -29.3% |
| 3Y | +71.7% | +46.2% | +25.5% | +31.3% |
| All | +71.7% | +45.6% | +26.1% | +31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling