+66.5%
KKR vs HUBB
+157.3%
-90.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.9% |
| 7D | -6.2% | -0.1% | -6.1% | -6.2% |
| 30D | -8.9% | -10.0% | +1.1% | -2.6% |
| 3M | +6.3% | -1.6% | +7.9% | +6.1% |
| 6M | +16.5% | -3.1% | +19.5% | +15.3% |
| YTD | -20.3% | +4.6% | -24.8% | -25.8% |
| 1Y | -29.8% | +3.3% | -33.1% | -34.5% |
| 3Y | +63.2% | +46.6% | +16.6% | +17.8% |
| All | +66.5% | +157.3% | -90.9% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling