+1,636.4%
KKR vs NUE
+898.1%
+738.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.3% | -0.6% |
| 7D | -6.2% | -0.6% | -5.5% | -5.9% |
| 30D | -8.9% | -4.6% | -4.3% | -7.0% |
| 3M | +6.3% | -0.3% | +6.6% | +5.5% |
| 6M | +16.5% | +51.9% | -35.4% | -7.1% |
| YTD | -20.3% | +60.0% | -80.2% | -38.4% |
| 1Y | -29.8% | +82.9% | -112.7% | -49.7% |
| 3Y | +63.2% | +66.0% | -2.8% | +19.0% |
| 5Y | +68.0% | +149.0% | -81.0% | -7.1% |
| 10Y | +704.3% | +588.3% | +116.0% | +110.2% |
| All | +1,636.4% | +898.1% | +738.3% | +199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling