+66.5%
KKR vs HUBS
-66.4%
+132.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -6.2% | -9.0% | +2.8% | -3.3% |
| 30D | -8.9% | +7.2% | -16.1% | -11.3% |
| 3M | +6.3% | +20.9% | -14.6% | -2.9% |
| 6M | +16.5% | -13.0% | +29.5% | +14.9% |
| YTD | -20.3% | -43.8% | +23.6% | -8.8% |
| 1Y | -29.8% | -54.6% | +24.9% | -13.9% |
| 3Y | +63.2% | -58.5% | +121.6% | +102.2% |
| All | +66.5% | -66.4% | +132.9% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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