-23.7%
KKR vs URI
+7.5%
-31.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -1.8% |
| 7D | -2.2% | +5.0% | -7.2% | -3.1% |
| 30D | +0.3% | -9.4% | +9.7% | +2.1% |
| 3M | +8.8% | -5.8% | +14.6% | +9.8% |
| 6M | +14.9% | +25.8% | -10.9% | +9.6% |
| YTD | -17.9% | +27.9% | -45.8% | -24.1% |
| 1Y | -23.7% | +9.7% | -33.4% | -24.3% |
| All | -23.7% | +7.5% | -31.2% | -24.3% |
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 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