+1,716.3%
KKR vs LH
+422.8%
+1,293.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.5% |
| 7D | -0.6% | -0.8% | +0.2% | -0.1% |
| 30D | +3.0% | +2.0% | +1.0% | +1.8% |
| 3M | +13.6% | +24.3% | -10.6% | -0.7% |
| 6M | +16.2% | +21.1% | -4.8% | +3.0% |
| YTD | -16.6% | +30.4% | -47.0% | -29.9% |
| 1Y | -23.2% | +18.4% | -41.6% | -31.9% |
| 3Y | +71.7% | +65.5% | +6.3% | +22.0% |
| 5Y | +74.8% | +29.9% | +45.0% | +42.7% |
| 10Y | +711.6% | +186.6% | +524.9% | +275.4% |
| All | +1,716.3% | +422.8% | +1,293.5% | +470.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 all: compounded portfolio wealth divided by compounded LH 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…
all analysis · Full analysis span regression · 6 months rolling