+1,688.1%
KKR vs SPXU
-100.0%
+1,788.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -0.9% |
| 7D | -2.2% | +1.3% | -3.5% | -1.5% |
| 30D | +0.3% | +5.1% | -4.9% | +3.0% |
| 3M | +8.8% | -9.1% | +17.9% | +5.2% |
| 6M | +14.9% | -29.6% | +44.5% | -0.4% |
| YTD | -17.9% | -27.7% | +9.8% | -26.9% |
| 1Y | -23.7% | -37.0% | +13.3% | -35.6% |
| 3Y | +69.1% | -80.2% | +149.2% | -0.4% |
| 5Y | +72.6% | -86.0% | +158.6% | +11.7% |
| 10Y | +728.2% | -99.5% | +827.8% | +85.0% |
| All | +1,688.1% | -100.0% | +1,788.1% | +32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling