+651.4%
KKR vs THC
+1,813.2%
-1,161.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +1.6% | +1.0% | +0.7% | +1.4% |
| 30D | +14.5% | +5.3% | +9.2% | +13.2% |
| 3M | -15.0% | +7.1% | -22.1% | -16.4% |
| 6M | +1.0% | +46.0% | -45.0% | -8.2% |
| YTD | -22.6% | +43.9% | -66.6% | -30.3% |
| 1Y | -18.2% | +45.4% | -63.7% | -26.7% |
| 3Y | +56.4% | +421.3% | -364.9% | +1.0% |
| 5Y | +29.6% | +261.5% | -231.9% | -12.0% |
| All | +651.4% | +1,813.2% | -1,161.8% | +233.8% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling