+1,618.7%
KKR vs HAS
+405.2%
+1,213.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.5% |
| 3M | -9.8% | +28.8% | -38.6% | -20.0% |
| 6M | +1.0% | +32.3% | -31.4% | -12.2% |
| YTD | -21.1% | +54.7% | -75.8% | -36.7% |
| 1Y | -17.0% | +63.2% | -80.2% | -35.1% |
| 3Y | +60.6% | +220.7% | -160.0% | -11.0% |
| 5Y | +33.6% | +53.3% | -19.7% | +3.0% |
| 10Y | +687.0% | +104.2% | +582.8% | +370.8% |
| All | +1,618.7% | +405.2% | +1,213.5% | +422.1% |
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