+889.6%
KKR vs HCA
+1,718.5%
-828.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -2.9% | -3.0% |
| 7D | -8.1% | +2.9% | -11.0% | -9.2% |
| 30D | -9.1% | +2.4% | -11.5% | -10.1% |
| 3M | +6.4% | +13.0% | -6.7% | +0.9% |
| 6M | +12.6% | -21.4% | +33.9% | +21.8% |
| YTD | -20.4% | -9.5% | -11.0% | -19.0% |
| 1Y | -27.1% | +7.5% | -34.6% | -30.8% |
| 3Y | +63.8% | +57.6% | +6.2% | +30.0% |
| 5Y | +67.6% | +71.1% | -3.5% | +25.9% |
| 10Y | +702.6% | +498.8% | +203.8% | +255.8% |
| All | +889.6% | +1,718.5% | -828.9% | +164.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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