-29.8%
KKR vs HST
+36.5%
-66.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.2% | 0.0% |
| 7D | -6.2% | +0.9% | -7.0% | -6.6% |
| 30D | -8.9% | -2.5% | -6.4% | -7.7% |
| 3M | +6.3% | -5.1% | +11.4% | +8.4% |
| 6M | +16.5% | +21.6% | -5.2% | 0.0% |
| YTD | -20.3% | +31.6% | -51.9% | -33.9% |
| 1Y | -29.8% | +36.1% | -65.9% | -44.9% |
| All | -29.8% | +36.5% | -66.3% | -44.9% |
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