+84.9%
KKR vs HTZ
-90.1%
+175.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.0% | +3.1% | -1.2% |
| 7D | -0.6% | -2.5% | +1.8% | -0.3% |
| 30D | +3.0% | -3.7% | +6.8% | +2.8% |
| 3M | +13.6% | -57.0% | +70.6% | +23.4% |
| 6M | +16.2% | -47.0% | +63.2% | +20.7% |
| YTD | -16.6% | -57.5% | +40.9% | -10.7% |
| 1Y | -23.2% | -63.5% | +40.2% | -17.2% |
| 3Y | +71.7% | -86.3% | +158.1% | +113.2% |
| 5Y | +74.8% | -86.8% | +161.6% | +123.8% |
| All | +84.9% | -90.1% | +175.0% | +148.9% |
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