-13.7%
KKR vs JHX
+44.7%
-58.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +8.3% | -2.7% | +3.1% |
| 7D | +8.9% | +13.3% | -4.4% | +5.1% |
| 30D | +12.7% | +17.1% | -4.5% | +7.6% |
| 3M | -6.2% | +4.1% | -10.3% | -7.4% |
| 6M | -1.5% | +48.5% | -50.0% | -10.8% |
| YTD | -20.1% | +42.3% | -62.3% | -26.6% |
| 1Y | -13.7% | +47.4% | -61.1% | -21.4% |
| All | -13.7% | +44.7% | -58.4% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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