+1,750.7%
KKR vs UPRO
+8,416.9%
-6,666.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.3% |
| 7D | -0.9% | +0.1% | -0.9% | -0.9% |
| 30D | +2.2% | -0.9% | +3.1% | +2.6% |
| 3M | +13.1% | +1.9% | +11.1% | +11.3% |
| 6M | +15.3% | +33.1% | -17.9% | -1.0% |
| YTD | -15.0% | +31.8% | -46.8% | -26.4% |
| 1Y | -21.0% | +48.3% | -69.3% | -35.7% |
| 3Y | +76.7% | +221.5% | -144.8% | -2.8% |
| 5Y | +74.3% | +136.7% | -62.4% | +3.7% |
| 10Y | +753.7% | +1,179.2% | -425.4% | +86.1% |
| All | +1,750.7% | +8,416.9% | -6,666.3% | +38.8% |
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