+1,688.1%
KKR vs HSY
+394.6%
+1,293.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.4% |
| 7D | -2.2% | -3.0% | +0.8% | -1.4% |
| 30D | +0.3% | -5.0% | +5.3% | +1.6% |
| 3M | +8.8% | -1.3% | +10.1% | +8.8% |
| 6M | +14.9% | -21.5% | +36.4% | +21.8% |
| YTD | -17.9% | -3.3% | -14.6% | -18.7% |
| 1Y | -23.7% | -5.5% | -18.2% | -24.1% |
| 3Y | +69.1% | -9.9% | +79.0% | +66.6% |
| 5Y | +72.6% | +11.3% | +61.2% | +52.5% |
| 10Y | +728.2% | +128.1% | +600.2% | +450.0% |
| All | +1,688.1% | +394.6% | +1,293.5% | +535.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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