+1,750.7%
KKR vs HDB
+252.3%
+1,498.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | +2.2% | -2.8% | +5.0% | +3.3% |
| 3M | +13.1% | -3.5% | +16.6% | +14.3% |
| 6M | +15.3% | -24.7% | +40.0% | +29.0% |
| YTD | -15.0% | -36.6% | +21.6% | +2.2% |
| 1Y | -21.0% | -34.4% | +13.4% | -6.7% |
| 3Y | +76.7% | -24.4% | +101.1% | +91.0% |
| 5Y | +74.3% | -35.4% | +109.7% | +100.2% |
| 10Y | +753.7% | +39.5% | +714.2% | +559.0% |
| All | +1,750.7% | +252.3% | +1,498.4% | +762.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling