+1,636.4%
KKR vs LHX
+680.7%
+955.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.8% |
| 7D | -6.2% | -4.3% | -1.9% | -4.2% |
| 30D | -8.9% | -15.1% | +6.3% | -1.3% |
| 3M | +6.3% | -21.0% | +27.2% | +18.2% |
| 6M | +16.5% | -32.0% | +48.5% | +39.2% |
| YTD | -20.3% | -15.3% | -4.9% | -15.6% |
| 1Y | -29.8% | -11.1% | -18.7% | -27.7% |
| 3Y | +63.2% | +54.0% | +9.2% | +23.9% |
| 5Y | +68.0% | +17.1% | +50.8% | +41.8% |
| 10Y | +704.3% | +225.8% | +478.5% | +242.1% |
| All | +1,636.4% | +680.7% | +955.8% | +241.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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