+66.5%
KKR vs NUE
+146.6%
-80.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.3% | -0.5% |
| 7D | -6.2% | -0.6% | -5.5% | -5.9% |
| 30D | -8.9% | -4.6% | -4.3% | -7.3% |
| 3M | +6.3% | -0.3% | +6.6% | +5.7% |
| 6M | +16.5% | +51.9% | -35.4% | -4.5% |
| YTD | -20.3% | +60.0% | -80.2% | -36.4% |
| 1Y | -29.8% | +82.9% | -112.7% | -47.6% |
| 3Y | +63.2% | +66.0% | -2.8% | +22.1% |
| All | +66.5% | +146.6% | -80.1% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 5y: compounded portfolio wealth divided by compounded NUE 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…
5y analysis · Full analysis span regression · 6 months rolling