+1,186.7%
KKR vs URA
-52.4%
+1,239.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.1% |
| 3M | -15.0% | -29.6% | +14.7% | -3.0% |
| 6M | +1.0% | -40.3% | +41.3% | +21.9% |
| YTD | -22.6% | -25.5% | +2.8% | -17.2% |
| 1Y | -18.2% | -26.4% | +8.2% | -12.3% |
| 3Y | +56.4% | +31.4% | +24.9% | +22.3% |
| 5Y | +29.6% | +28.6% | +1.0% | -1.3% |
| 10Y | +671.3% | +260.9% | +410.4% | +225.7% |
| All | +1,186.7% | -52.4% | +1,239.1% | +1,073.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling