+67.6%
KKR vs HDB
-38.6%
+106.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.6% |
| 7D | -8.1% | -6.2% | -1.9% | -5.4% |
| 30D | -9.1% | -6.2% | -2.9% | -6.5% |
| 3M | +6.4% | -5.9% | +12.2% | +8.7% |
| 6M | +12.6% | -25.9% | +38.5% | +28.0% |
| YTD | -20.4% | -40.2% | +19.8% | +0.1% |
| 1Y | -27.1% | -38.0% | +10.9% | -10.3% |
| 3Y | +63.8% | -30.5% | +94.3% | +84.1% |
| 5Y | +67.6% | -38.1% | +105.7% | +87.4% |
| All | +67.6% | -38.6% | +106.2% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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