-13.7%
KKR vs UL
+1.7%
-15.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.3% | +2.3% | +5.1% |
| 7D | +8.9% | +4.7% | +4.3% | +8.3% |
| 30D | +12.7% | +11.6% | +1.1% | +11.4% |
| 3M | -6.2% | +5.3% | -11.5% | -6.8% |
| 6M | -1.5% | +16.0% | -17.6% | -2.3% |
| YTD | -20.1% | +5.0% | -25.0% | -24.9% |
| 1Y | -13.7% | +1.1% | -14.8% | -18.3% |
| All | -13.7% | +1.7% | -15.4% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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