+1,750.7%
KKR vs URI
+9,967.3%
-8,216.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.5% | -2.5% |
| 7D | -0.9% | -2.0% | +1.1% | -0.1% |
| 30D | +2.2% | -12.9% | +15.1% | +8.0% |
| 3M | +13.1% | -6.7% | +19.8% | +15.6% |
| 6M | +15.3% | +19.0% | -3.7% | +4.0% |
| YTD | -15.0% | +25.5% | -40.5% | -25.6% |
| 1Y | -21.0% | +5.5% | -26.5% | -25.6% |
| 3Y | +76.7% | +111.3% | -34.6% | +23.8% |
| 5Y | +74.3% | +198.6% | -124.2% | +5.5% |
| 10Y | +753.7% | +1,179.9% | -426.2% | +173.6% |
| All | +1,750.7% | +9,967.3% | -8,216.7% | +195.2% |
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 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