-29.8%
KKR vs UPRO
+41.4%
-71.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -1.0% |
| 7D | -6.2% | -2.5% | -3.6% | -5.0% |
| 30D | -8.9% | -4.2% | -4.6% | -6.8% |
| 3M | +6.3% | +8.1% | -1.8% | +2.2% |
| 6M | +16.5% | +35.2% | -18.8% | -0.1% |
| YTD | -20.3% | +28.4% | -48.7% | -28.8% |
| 1Y | -29.8% | +39.3% | -69.0% | -40.4% |
| All | -29.8% | +41.4% | -71.2% | -40.4% |
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