-13.7%
KKR vs SPXU
-30.4%
+16.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.9% | +10.5% | +3.2% |
| 7D | +8.9% | +2.2% | +6.8% | +10.3% |
| 30D | +12.7% | +3.8% | +8.9% | +15.1% |
| 3M | -6.2% | +3.3% | -9.4% | -3.8% |
| 6M | -1.5% | -16.7% | +15.2% | -8.1% |
| YTD | -20.1% | -28.6% | +8.6% | -26.8% |
| 1Y | -13.7% | -30.6% | +16.9% | -21.0% |
| All | -13.7% | -30.4% | +16.6% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling