-20.4%
KKR vs HTZ
-76.0%
+55.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.1% | +3.2% | -2.3% |
| 7D | -1.1% | -14.0% | +12.8% | +0.1% |
| 30D | +11.5% | -19.8% | +31.3% | +13.5% |
| 3M | -12.4% | -45.0% | +32.6% | -8.5% |
| 6M | -1.9% | -73.2% | +71.3% | +11.2% |
| YTD | -23.3% | -70.0% | +46.7% | -16.7% |
| 1Y | -20.4% | -75.7% | +55.3% | -5.6% |
| All | -20.4% | -76.0% | +55.6% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling