+1,313.7%
KKR vs URA
-31.1%
+1,344.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.2% |
| 7D | -0.9% | +1.1% | -1.9% | -1.3% |
| 30D | +2.2% | +7.4% | -5.2% | -1.0% |
| 3M | +13.1% | -8.4% | +21.5% | +15.9% |
| 6M | +15.3% | -12.7% | +28.0% | +18.8% |
| YTD | -15.0% | +7.8% | -22.8% | -21.0% |
| 1Y | -21.0% | +19.5% | -40.4% | -31.3% |
| 3Y | +76.7% | +116.4% | -39.7% | +13.0% |
| 5Y | +74.3% | +134.3% | -59.9% | +2.3% |
| 10Y | +753.7% | +359.3% | +394.5% | +232.3% |
| All | +1,313.7% | -31.1% | +1,344.8% | +1,019.4% |
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