+28.4%
KKR vs URI
+199.0%
-170.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.9% | -5.2% | -2.1% |
| 7D | +0.1% | -4.0% | +4.1% | +1.9% |
| 30D | +7.9% | +6.8% | +1.1% | +3.5% |
| 3M | -4.4% | -2.8% | -1.6% | -3.8% |
| 6M | -4.0% | +20.9% | -24.8% | -15.7% |
| YTD | -22.6% | +40.2% | -62.9% | -40.8% |
| 1Y | -18.6% | +34.1% | -52.6% | -35.9% |
| 3Y | +60.6% | +164.1% | -103.5% | -23.2% |
| 5Y | +28.4% | +199.3% | -170.9% | -46.2% |
| All | +28.4% | +199.0% | -170.5% | -46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling