+651.4%
KKR vs URI
+1,173.3%
-521.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.5% |
| 7D | +1.6% | +6.7% | -5.1% | -1.8% |
| 30D | +14.5% | +8.9% | +5.7% | +9.3% |
| 3M | -15.0% | +0.5% | -15.5% | -16.0% |
| 6M | +1.0% | +20.7% | -19.6% | -9.6% |
| YTD | -22.6% | +40.0% | -62.7% | -38.2% |
| 1Y | -18.2% | +34.4% | -52.6% | -33.2% |
| 3Y | +56.4% | +149.5% | -93.1% | -8.1% |
| 5Y | +29.6% | +205.6% | -176.0% | -32.5% |
| All | +651.4% | +1,173.3% | -521.9% | +84.3% |
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