+651.4%
KKR vs URA
+266.3%
+385.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.5% |
| 7D | +1.6% | -1.5% | +3.2% | +2.1% |
| 30D | +14.5% | -10.4% | +25.0% | +18.8% |
| 3M | -15.0% | -29.6% | +14.7% | -3.8% |
| 6M | +1.0% | -40.3% | +41.3% | +20.5% |
| YTD | -22.6% | -25.5% | +2.8% | -17.6% |
| 1Y | -18.2% | -26.4% | +8.2% | -12.8% |
| 3Y | +56.4% | +31.4% | +24.9% | +22.8% |
| 5Y | +29.6% | +28.6% | +1.0% | -1.5% |
| All | +651.4% | +266.3% | +385.2% | +208.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling