+695.1%
KKR vs URI
+1,233.8%
-538.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -1.3% |
| 7D | -8.1% | -0.5% | -7.6% | -7.9% |
| 30D | -9.1% | -13.4% | +4.3% | -2.9% |
| 3M | +6.4% | -6.2% | +12.6% | +8.8% |
| 6M | +12.6% | +28.0% | -15.4% | -3.8% |
| YTD | -20.4% | +23.0% | -43.4% | -31.4% |
| 1Y | -27.1% | +5.5% | -32.6% | -32.1% |
| 3Y | +63.8% | +119.2% | -55.4% | +5.1% |
| 5Y | +67.6% | +201.0% | -133.4% | -8.9% |
| All | +695.1% | +1,233.8% | -538.7% | +141.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling