+71.7%
KKR vs UAL
+127.4%
-55.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +1.0% | -0.8% |
| 7D | -0.6% | +3.4% | -4.1% | -1.9% |
| 30D | +3.0% | -16.5% | +19.5% | +9.9% |
| 3M | +13.6% | +2.8% | +10.9% | +11.5% |
| 6M | +16.2% | +17.6% | -1.3% | +6.7% |
| YTD | -16.6% | -3.2% | -13.4% | -17.6% |
| 1Y | -23.2% | +0.4% | -23.6% | -25.6% |
| 3Y | +71.7% | +128.2% | -56.4% | +23.1% |
| All | +71.7% | +127.4% | -55.7% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling