+1,688.1%
KKR vs HUBB
+1,425.8%
+262.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.6% | -0.1% |
| 7D | -2.2% | +1.1% | -3.3% | -2.9% |
| 30D | +0.3% | -9.6% | +9.9% | +7.4% |
| 3M | +8.8% | -6.2% | +15.0% | +12.4% |
| 6M | +14.9% | -6.2% | +21.1% | +16.7% |
| YTD | -17.9% | +3.4% | -21.2% | -22.7% |
| 1Y | -23.7% | +5.3% | -29.0% | -29.5% |
| 3Y | +69.1% | +44.4% | +24.7% | +23.4% |
| 5Y | +72.6% | +152.4% | -79.8% | -17.6% |
| 10Y | +728.2% | +437.0% | +291.2% | +114.1% |
| All | +1,688.1% | +1,425.8% | +262.4% | +88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling