+1,584.4%
KKR vs UPRO
+7,680.3%
-6,095.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.5% |
| 7D | +1.6% | +7.4% | -5.8% | -2.0% |
| 30D | +14.5% | -7.9% | +22.4% | +18.1% |
| 3M | -15.0% | -12.0% | -3.0% | -10.4% |
| 6M | +1.0% | -2.0% | +3.0% | +0.4% |
| YTD | -22.6% | +20.4% | -43.0% | -30.7% |
| 1Y | -18.2% | +24.5% | -42.7% | -28.0% |
| 3Y | +56.4% | +224.4% | -168.0% | -14.8% |
| 5Y | +29.6% | +97.6% | -68.1% | -16.9% |
| 10Y | +671.3% | +1,097.3% | -426.0% | +72.7% |
| All | +1,584.4% | +7,680.3% | -6,095.9% | +30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling