+33.6%
KKR vs HAS
+54.3%
-20.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.6% |
| 7D | -1.3% | +2.0% | -3.3% | -2.2% |
| 30D | +9.3% | +30.9% | -21.6% | -3.7% |
| 3M | -9.8% | +28.8% | -38.6% | -20.1% |
| 6M | +1.0% | +32.3% | -31.4% | -12.4% |
| YTD | -21.1% | +54.7% | -75.8% | -37.3% |
| 1Y | -17.0% | +63.2% | -80.2% | -35.8% |
| 3Y | +60.6% | +220.7% | -160.0% | -15.8% |
| 5Y | +33.6% | +53.3% | -19.7% | +14.8% |
| All | +33.6% | +54.3% | -20.7% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling