+1,569.8%
KKR vs HAS
+394.9%
+1,174.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -1.9% |
| 7D | -1.1% | +1.6% | -2.7% | -1.8% |
| 30D | +11.5% | +26.6% | -15.1% | 0.0% |
| 3M | -12.4% | +29.0% | -41.3% | -22.2% |
| 6M | -1.9% | +30.6% | -32.5% | -14.2% |
| YTD | -23.3% | +51.5% | -74.8% | -37.9% |
| 1Y | -20.4% | +58.5% | -78.9% | -36.9% |
| 3Y | +56.1% | +214.1% | -158.1% | -12.7% |
| 5Y | +28.4% | +50.2% | -21.8% | -0.1% |
| 10Y | +664.6% | +100.0% | +564.6% | +361.7% |
| All | +1,569.8% | +394.9% | +1,174.9% | +412.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling