+1,688.1%
KKR vs HBM
+170.7%
+1,517.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.4% |
| 7D | -2.2% | +5.5% | -7.7% | -3.4% |
| 30D | +0.3% | +3.3% | -3.0% | -0.8% |
| 3M | +8.8% | +12.7% | -3.8% | +4.6% |
| 6M | +14.9% | +28.2% | -13.3% | +5.5% |
| YTD | -17.9% | +45.3% | -63.2% | -27.9% |
| 1Y | -23.7% | +121.7% | -145.4% | -40.1% |
| 3Y | +69.1% | +523.5% | -454.5% | -0.6% |
| 5Y | +72.6% | +393.9% | -321.4% | +2.4% |
| 10Y | +728.2% | +647.9% | +80.3% | +264.6% |
| All | +1,688.1% | +170.7% | +1,517.4% | +799.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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