+1,585.1%
KKR vs URI
+11,146.8%
-9,561.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.9% | -5.2% | -1.2% |
| 7D | +0.1% | -4.0% | +4.1% | +1.5% |
| 30D | +7.9% | +6.8% | +1.1% | +4.6% |
| 3M | -4.4% | -2.8% | -1.6% | -3.9% |
| 6M | -4.0% | +20.9% | -24.8% | -12.5% |
| YTD | -22.6% | +40.2% | -62.9% | -35.7% |
| 1Y | -18.6% | +34.1% | -52.6% | -31.0% |
| 3Y | +60.6% | +164.1% | -103.5% | +2.2% |
| 5Y | +28.4% | +199.3% | -170.9% | -22.9% |
| 10Y | +735.7% | +1,218.8% | -483.1% | +163.9% |
| All | +1,585.1% | +11,146.8% | -9,561.7% | +155.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling