+88.4%
KKR vs HTZ
-89.5%
+178.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.2% | -2.0% |
| 7D | -0.9% | +7.5% | -8.4% | -1.9% |
| 30D | +2.2% | +47.4% | -45.3% | -4.5% |
| 3M | +13.1% | -54.9% | +68.0% | +22.0% |
| 6M | +15.3% | -47.0% | +62.3% | +19.9% |
| YTD | -15.0% | -55.3% | +40.2% | -9.6% |
| 1Y | -21.0% | -57.6% | +36.6% | -16.7% |
| 3Y | +76.7% | -86.6% | +163.3% | +122.2% |
| 5Y | +74.3% | -86.1% | +160.5% | +121.7% |
| All | +88.4% | -89.5% | +178.0% | +151.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling