+1,716.3%
KKR vs UDR
+218.4%
+1,497.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.4% |
| 7D | -0.6% | -2.1% | +1.4% | +0.6% |
| 30D | +3.0% | -5.6% | +8.7% | +6.5% |
| 3M | +13.6% | -5.8% | +19.4% | +17.1% |
| 6M | +16.2% | -1.1% | +17.3% | +15.9% |
| YTD | -16.6% | +1.6% | -18.2% | -18.2% |
| 1Y | -23.2% | -2.7% | -20.5% | -22.8% |
| 3Y | +71.7% | +6.3% | +65.4% | +63.3% |
| 5Y | +74.8% | -19.3% | +94.1% | +94.2% |
| 10Y | +711.6% | +46.0% | +665.6% | +521.3% |
| All | +1,716.3% | +218.4% | +1,497.9% | +675.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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