+71.6%
KKR vs HTZ
-92.6%
+164.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +0.1% | -16.4% | +16.5% | +2.1% |
| 30D | +7.9% | -15.1% | +23.0% | +9.7% |
| 3M | -4.4% | -28.2% | +23.8% | -1.6% |
| 6M | -4.0% | -73.1% | +69.1% | +10.2% |
| YTD | -22.6% | -68.3% | +45.7% | -14.5% |
| 1Y | -18.6% | -75.2% | +56.7% | -6.9% |
| 3Y | +60.6% | -81.1% | +141.8% | +74.9% |
| 5Y | +28.4% | -95.0% | +123.4% | +77.0% |
| All | +71.6% | -92.6% | +164.2% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 10y: compounded portfolio wealth divided by compounded HTZ 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…
10y analysis · Full analysis span regression · 6 months rolling