+74.8%
KKR vs URI
+206.8%
-132.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.1% |
| 7D | -0.6% | +2.5% | -3.2% | -2.0% |
| 30D | +3.0% | -12.5% | +15.6% | +10.7% |
| 3M | +13.6% | -6.2% | +19.8% | +16.5% |
| 6M | +16.2% | +25.9% | -9.7% | -3.0% |
| YTD | -16.6% | +26.2% | -42.8% | -31.6% |
| 1Y | -23.2% | +5.5% | -28.7% | -29.4% |
| 3Y | +71.7% | +125.0% | -53.3% | -7.3% |
| 5Y | +74.8% | +210.4% | -135.6% | -28.7% |
| All | +74.8% | +206.8% | -132.0% | -28.7% |
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 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