-21.0%
KKR vs HWM
+48.6%
-69.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.8% |
| 7D | -0.9% | -2.1% | +1.2% | -0.5% |
| 30D | +2.2% | -11.0% | +13.2% | +4.4% |
| 3M | +13.1% | +4.0% | +9.0% | +12.0% |
| 6M | +15.3% | -0.2% | +15.5% | +14.8% |
| YTD | -15.0% | +26.7% | -41.7% | -20.2% |
| 1Y | -21.0% | +44.7% | -65.7% | -32.0% |
| All | -21.0% | +48.6% | -69.6% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling