+72.6%
KKR vs HWM
+658.8%
-586.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.8% |
| 7D | -2.2% | -8.0% | +5.8% | +2.2% |
| 30D | +0.3% | -18.0% | +18.3% | +11.4% |
| 3M | +8.8% | -9.5% | +18.3% | +13.4% |
| 6M | +14.9% | -8.4% | +23.3% | +17.4% |
| YTD | -17.9% | +13.6% | -31.5% | -28.0% |
| 1Y | -23.7% | +30.2% | -53.9% | -39.5% |
| 3Y | +69.1% | +392.2% | -323.2% | -47.3% |
| 5Y | +72.6% | +645.2% | -572.6% | -58.4% |
| All | +72.6% | +658.8% | -586.3% | -58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling