-13.7%
KKR vs UPRO
+29.4%
-43.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.9% | +0.7% | +3.2% |
| 7D | +8.9% | -2.6% | +11.5% | +10.2% |
| 30D | +12.7% | -4.3% | +17.0% | +14.8% |
| 3M | -6.2% | -4.3% | -1.9% | -4.4% |
| 6M | -1.5% | +14.7% | -16.3% | -9.2% |
| YTD | -20.1% | +28.0% | -48.1% | -28.1% |
| 1Y | -13.7% | +29.8% | -43.5% | -22.7% |
| All | -13.7% | +29.4% | -43.1% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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