+31.2%
KKR vs UPRO
+95.9%
-64.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.6% |
| 7D | +1.6% | +7.4% | -5.8% | -2.6% |
| 30D | +14.5% | -7.9% | +22.4% | +18.6% |
| 3M | -15.0% | -12.0% | -3.0% | -9.7% |
| 6M | +1.0% | -2.0% | +3.0% | +0.1% |
| YTD | -22.6% | +20.4% | -43.0% | -32.3% |
| 1Y | -18.2% | +24.5% | -42.7% | -29.9% |
| 3Y | +56.4% | +224.4% | -168.0% | -24.7% |
| All | +31.2% | +95.9% | -64.7% | -23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling