+742.6%
KKR vs HWM
+1,311.7%
-569.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.1% |
| 7D | -6.2% | -11.4% | +5.3% | -1.3% |
| 30D | -8.9% | -18.5% | +9.6% | -0.9% |
| 3M | +6.3% | -13.2% | +19.4% | +12.1% |
| 6M | +16.5% | -8.7% | +25.1% | +19.0% |
| YTD | -20.3% | +12.2% | -32.4% | -26.4% |
| 1Y | -29.8% | +24.9% | -54.7% | -38.6% |
| 3Y | +63.2% | +383.9% | -320.7% | -21.8% |
| 5Y | +68.0% | +646.1% | -578.2% | -32.3% |
| All | +742.6% | +1,311.7% | -569.1% | +122.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling