-18.2%
KKR vs USAR
-51.4%
+33.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | +1.6% | -0.8% | +2.4% | +1.6% |
| 30D | +14.5% | -20.9% | +35.5% | +16.3% |
| 3M | -15.0% | -56.2% | +41.2% | -9.6% |
| 6M | +1.0% | -67.9% | +68.9% | +9.0% |
| YTD | -22.6% | -31.4% | +8.8% | -23.0% |
| 1Y | -18.2% | -45.1% | +26.8% | -17.4% |
| All | -18.2% | -51.4% | +33.2% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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