+72.6%
KKR vs URA
+132.7%
-60.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.2% | -1.1% |
| 7D | -2.2% | +5.7% | -7.9% | -4.2% |
| 30D | +0.3% | +5.6% | -5.3% | -1.9% |
| 3M | +8.8% | +6.2% | +2.6% | +5.6% |
| 6M | +14.9% | -8.2% | +23.1% | +16.2% |
| YTD | -17.9% | +9.7% | -27.5% | -23.9% |
| 1Y | -23.7% | +17.0% | -40.7% | -32.7% |
| 3Y | +69.1% | +118.5% | -49.4% | +7.5% |
| 5Y | +72.6% | +134.3% | -61.8% | +3.5% |
| All | +72.6% | +132.7% | -60.2% | +3.5% |
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