+1,750.7%
KKR vs THC
+1,349.9%
+400.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.0% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | +2.2% | +1.3% | +0.9% | +1.8% |
| 3M | +13.1% | +64.2% | -51.2% | +0.5% |
| 6M | +15.3% | +8.3% | +7.0% | +12.0% |
| YTD | -15.0% | +33.4% | -48.4% | -21.8% |
| 1Y | -21.0% | +37.7% | -58.7% | -28.2% |
| 3Y | +76.7% | +236.8% | -160.1% | +27.8% |
| 5Y | +74.3% | +249.3% | -174.9% | +21.3% |
| 10Y | +753.7% | +995.2% | -241.5% | +297.1% |
| All | +1,750.7% | +1,349.9% | +400.7% | +668.6% |
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