+59.6%
KKR vs HAS
+221.5%
-161.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.5% |
| 7D | -1.3% | +2.0% | -3.3% | -2.0% |
| 30D | +9.3% | +30.9% | -21.6% | -1.8% |
| 3M | -9.8% | +28.8% | -38.6% | -18.6% |
| 6M | +1.0% | +32.3% | -31.4% | -10.4% |
| YTD | -21.1% | +54.7% | -75.8% | -35.2% |
| 1Y | -17.0% | +63.2% | -80.2% | -33.4% |
| All | +59.6% | +221.5% | -161.9% | -1.3% |
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