-13.7%
KKR vs UMC
+112.5%
-126.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.1% | +7.6% | +5.6% |
| 7D | +8.9% | -14.7% | +23.6% | +8.9% |
| 30D | +12.7% | -32.9% | +45.5% | +12.7% |
| 3M | -6.2% | -22.2% | +16.0% | -6.0% |
| 6M | -1.5% | +25.9% | -27.5% | +0.4% |
| YTD | -20.1% | +107.9% | -128.0% | -13.7% |
| 1Y | -13.7% | +115.0% | -128.7% | -7.9% |
| All | -13.7% | +112.5% | -126.2% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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