+66.5%
KKR vs HUM
+6.5%
+59.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -0.1% |
| 7D | -6.2% | +2.1% | -8.2% | -6.4% |
| 30D | -8.9% | +5.4% | -14.2% | -9.5% |
| 3M | +6.3% | +11.4% | -5.1% | +4.6% |
| 6M | +16.5% | +141.5% | -125.0% | +3.1% |
| YTD | -20.3% | +61.2% | -81.4% | -25.6% |
| 1Y | -29.8% | +49.2% | -78.9% | -34.1% |
| 3Y | +63.2% | -9.0% | +72.2% | +59.7% |
| All | +66.5% | +6.5% | +59.9% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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