+71.7%
KKR vs HWM
+385.3%
-313.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -10.7% | +8.8% | +3.3% |
| 7D | -0.6% | -9.2% | +8.5% | +3.7% |
| 30D | +3.0% | -17.9% | +20.9% | +12.5% |
| 3M | +13.6% | -6.0% | +19.7% | +15.4% |
| 6M | +16.2% | -7.4% | +23.6% | +17.6% |
| YTD | -16.6% | +13.1% | -29.7% | -25.6% |
| 1Y | -23.2% | +29.3% | -52.5% | -37.4% |
| 3Y | +71.7% | +389.9% | -318.2% | -23.7% |
| All | +71.7% | +385.3% | -313.6% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling