+1,618.7%
KKR vs THC
+1,502.7%
+116.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | -1.3% | +0.2% | -1.5% | -1.3% |
| 30D | +9.3% | +9.0% | +0.3% | +7.2% |
| 3M | -9.8% | +12.9% | -22.8% | -12.4% |
| 6M | +1.0% | +52.8% | -51.9% | -9.0% |
| YTD | -21.1% | +47.4% | -68.5% | -29.0% |
| 1Y | -17.0% | +47.7% | -64.7% | -25.6% |
| 3Y | +60.6% | +444.7% | -384.0% | +4.5% |
| 5Y | +33.6% | +269.3% | -235.7% | -8.2% |
| 10Y | +687.0% | +1,913.5% | -1,226.5% | +225.3% |
| All | +1,618.7% | +1,502.7% | +116.1% | +597.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling