-13.7%
KKR vs HST
+76.4%
-90.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.3% | +4.3% | +4.9% |
| 7D | +8.9% | +3.3% | +5.6% | +7.2% |
| 30D | +12.7% | +16.4% | -3.7% | +4.6% |
| 3M | -6.2% | +5.5% | -11.6% | -8.4% |
| 6M | -1.5% | +31.1% | -32.7% | -16.1% |
| YTD | -20.1% | +55.9% | -76.0% | -37.4% |
| 1Y | -13.7% | +75.6% | -89.3% | -35.9% |
| All | -13.7% | +76.4% | -90.1% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling