+1,636.4%
KKR vs ULTA
+2,246.8%
-610.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.4% |
| 7D | -6.2% | -3.1% | -3.1% | -5.3% |
| 30D | -8.9% | +2.8% | -11.7% | -9.8% |
| 3M | +6.3% | +14.8% | -8.5% | +1.3% |
| 6M | +16.5% | -16.2% | +32.7% | +21.5% |
| YTD | -20.3% | -9.6% | -10.6% | -18.9% |
| 1Y | -29.8% | +4.8% | -34.6% | -32.1% |
| 3Y | +63.2% | +30.7% | +32.5% | +42.6% |
| 5Y | +68.0% | +45.9% | +22.1% | +40.9% |
| 10Y | +704.3% | +129.0% | +575.3% | +443.4% |
| All | +1,636.4% | +2,246.8% | -610.3% | +540.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling