+66.5%
KKR vs JHX
-27.7%
+94.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -6.2% | -6.3% | +0.1% | -4.1% |
| 30D | -8.9% | -7.7% | -1.1% | -6.3% |
| 3M | +6.3% | +19.2% | -12.9% | -0.1% |
| 6M | +16.5% | +38.3% | -21.8% | +2.8% |
| YTD | -20.3% | +37.2% | -57.5% | -29.7% |
| 1Y | -29.8% | +42.3% | -72.1% | -39.3% |
| 3Y | +63.2% | -4.4% | +67.6% | +42.9% |
| All | +66.5% | -27.7% | +94.2% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling