+696.7%
KKR vs HUBB
+446.9%
+249.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -1.0% |
| 7D | -6.2% | -0.1% | -6.1% | -6.2% |
| 30D | -8.9% | -10.0% | +1.1% | -2.4% |
| 3M | +6.3% | -1.6% | +7.9% | +6.2% |
| 6M | +16.5% | -3.1% | +19.5% | +15.6% |
| YTD | -20.3% | +4.6% | -24.8% | -25.5% |
| 1Y | -29.8% | +3.3% | -33.1% | -34.2% |
| 3Y | +63.2% | +46.6% | +16.6% | +18.6% |
| 5Y | +68.0% | +158.7% | -90.7% | -19.9% |
| All | +696.7% | +446.9% | +249.8% | +120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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