-20.4%
KKR vs UAL
+16.4%
-36.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.0% | +3.2% | -1.0% |
| 7D | -1.1% | +0.7% | -1.8% | -1.4% |
| 30D | +11.5% | +7.8% | +3.7% | +8.8% |
| 3M | -12.4% | -11.1% | -1.3% | -9.8% |
| 6M | -1.9% | +16.1% | -18.0% | -7.2% |
| YTD | -23.3% | -0.5% | -22.8% | -22.8% |
| 1Y | -20.4% | +11.3% | -31.7% | -24.4% |
| All | -20.4% | +16.4% | -36.9% | -24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling