-13.7%
KKR vs URI
+33.3%
-47.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.4% | +9.9% | +6.3% |
| 7D | +8.9% | -4.3% | +13.2% | +9.7% |
| 30D | +12.7% | +4.6% | +8.0% | +11.6% |
| 3M | -6.2% | -2.1% | -4.0% | -6.2% |
| 6M | -1.5% | +21.9% | -23.5% | -4.8% |
| YTD | -20.1% | +39.7% | -59.7% | -27.1% |
| 1Y | -13.7% | +32.9% | -46.6% | -17.7% |
| All | -13.7% | +33.3% | -47.0% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling