+1,750.7%
KKR vs HST
+166.6%
+1,584.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | -0.9% | -1.0% | +0.2% | -0.3% |
| 30D | +2.2% | -12.3% | +14.4% | +9.4% |
| 3M | +13.1% | -6.4% | +19.4% | +16.7% |
| 6M | +15.3% | +15.0% | +0.3% | +5.9% |
| YTD | -15.0% | +30.5% | -45.5% | -27.1% |
| 1Y | -21.0% | +35.7% | -56.7% | -33.8% |
| 3Y | +76.7% | +68.4% | +8.3% | +32.1% |
| 5Y | +74.3% | +73.1% | +1.2% | +27.2% |
| 10Y | +753.7% | +92.7% | +661.0% | +416.8% |
| All | +1,750.7% | +166.6% | +1,584.1% | +695.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling