+74.8%
KKR vs HST
+72.4%
+2.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -1.9% | -1.9% |
| 7D | -0.6% | +2.0% | -2.6% | -2.0% |
| 30D | +3.0% | -5.2% | +8.3% | +6.7% |
| 3M | +13.6% | -6.2% | +19.9% | +18.0% |
| 6M | +16.2% | +20.4% | -4.2% | +0.5% |
| YTD | -16.6% | +30.6% | -47.2% | -31.8% |
| 1Y | -23.2% | +37.4% | -60.6% | -39.7% |
| 3Y | +71.7% | +66.1% | +5.6% | +16.8% |
| 5Y | +74.8% | +73.7% | +1.1% | +20.1% |
| All | +74.8% | +72.4% | +2.4% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling