-13.7%
KKR vs ULTA
+27.7%
-41.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.1% | +1.5% | +4.8% |
| 7D | +8.9% | +6.7% | +2.2% | +7.6% |
| 30D | +12.7% | +21.7% | -9.1% | +8.8% |
| 3M | -6.2% | +21.5% | -27.7% | -9.4% |
| 6M | -1.5% | +27.5% | -29.1% | -5.8% |
| YTD | -20.1% | +9.2% | -29.3% | -21.8% |
| 1Y | -13.7% | +27.9% | -41.6% | -19.3% |
| All | -13.7% | +27.7% | -41.4% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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