+644.9%
KKR vs UAL
+83.8%
+561.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.0% | +3.2% | -0.8% |
| 7D | -1.1% | +0.7% | -1.8% | -1.5% |
| 30D | +11.5% | +7.8% | +3.7% | +8.6% |
| 3M | -12.4% | -11.1% | -1.3% | -9.2% |
| 6M | -1.9% | +16.1% | -18.0% | -7.9% |
| YTD | -23.3% | -0.5% | -22.8% | -25.1% |
| 1Y | -20.4% | +11.3% | -31.7% | -25.3% |
| 3Y | +56.1% | +192.8% | -136.8% | +2.7% |
| 5Y | +28.4% | +123.3% | -94.8% | -10.9% |
| All | +644.9% | +83.8% | +561.2% | +402.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling