+33.6%
KKR vs URA
+37.5%
-3.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.3% |
| 7D | -1.3% | +2.9% | -4.1% | -2.5% |
| 30D | +9.3% | -10.8% | +20.1% | +13.6% |
| 3M | -9.8% | -25.5% | +15.7% | -0.1% |
| 6M | +1.0% | -41.2% | +42.2% | +21.6% |
| YTD | -21.1% | -21.3% | +0.2% | -18.1% |
| 1Y | -17.0% | -25.7% | +8.7% | -12.0% |
| 3Y | +60.6% | +43.1% | +17.6% | +15.1% |
| 5Y | +33.6% | +35.6% | -2.0% | -9.1% |
| All | +33.6% | +37.5% | -3.9% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling