+1,632.8%
KKR vs HRB
+471.3%
+1,161.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.9% |
| 7D | -8.1% | -12.2% | +4.1% | -4.2% |
| 30D | -9.1% | -3.0% | -6.1% | -8.8% |
| 3M | +6.4% | +21.7% | -15.4% | -1.5% |
| 6M | +12.6% | +52.3% | -39.8% | -4.8% |
| YTD | -20.4% | +6.5% | -26.9% | -24.2% |
| 1Y | -27.1% | -6.7% | -20.4% | -27.5% |
| 3Y | +63.8% | +25.1% | +38.7% | +43.5% |
| 5Y | +67.6% | +113.8% | -46.2% | +19.5% |
| 10Y | +702.6% | +204.8% | +497.8% | +349.8% |
| All | +1,632.8% | +471.3% | +1,161.5% | +591.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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