+695.1%
KKR vs UAL
+106.0%
+589.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.9% |
| 7D | -8.1% | -2.0% | -6.1% | -7.5% |
| 30D | -9.1% | -15.7% | +6.6% | -3.9% |
| 3M | +6.4% | +3.6% | +2.7% | +4.4% |
| 6M | +12.6% | +16.9% | -4.3% | +4.8% |
| YTD | -20.4% | -4.8% | -15.7% | -20.9% |
| 1Y | -27.1% | -0.9% | -26.1% | -28.8% |
| 3Y | +63.8% | +124.5% | -60.6% | +17.7% |
| 5Y | +67.6% | +140.2% | -72.6% | +14.0% |
| All | +695.1% | +106.0% | +589.1% | +424.0% |
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