+66.5%
KKR vs UL
+18.7%
+47.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | -6.2% | -3.4% | -2.8% | -5.3% |
| 30D | -8.9% | +0.5% | -9.3% | -8.9% |
| 3M | +6.3% | +7.2% | -1.0% | +4.2% |
| 6M | +16.5% | -3.1% | +19.5% | +16.9% |
| YTD | -20.3% | -2.7% | -17.5% | -20.5% |
| 1Y | -29.8% | -10.2% | -19.6% | -28.4% |
| 3Y | +63.2% | +20.3% | +42.9% | +45.2% |
| All | +66.5% | +18.7% | +47.8% | +36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling