+1,750.7%
KKR vs UAL
+391.3%
+1,359.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.5% | -4.4% | -2.6% |
| 7D | -0.9% | +0.7% | -1.6% | -1.1% |
| 30D | +2.2% | -16.1% | +18.3% | +7.6% |
| 3M | +13.1% | +6.1% | +6.9% | +10.3% |
| 6M | +15.3% | +10.8% | +4.4% | +9.8% |
| YTD | -15.0% | -0.4% | -14.6% | -16.6% |
| 1Y | -21.0% | +5.0% | -26.0% | -24.0% |
| 3Y | +76.7% | +124.0% | -47.3% | +31.0% |
| 5Y | +74.3% | +141.0% | -66.6% | +22.9% |
| 10Y | +753.7% | +118.0% | +635.7% | +444.6% |
| All | +1,750.7% | +391.3% | +1,359.4% | +746.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling