-27.1%
KKR vs USAR
+12.3%
-39.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.0% | +2.9% | -2.7% |
| 7D | -8.1% | -9.3% | +1.2% | -7.5% |
| 30D | -9.1% | -15.2% | +6.1% | -8.1% |
| 3M | +6.4% | -21.1% | +27.5% | +7.5% |
| 6M | +12.6% | -21.6% | +34.1% | +12.8% |
| YTD | -20.4% | +34.8% | -55.2% | -23.7% |
| 1Y | -27.1% | +15.6% | -42.7% | -31.7% |
| All | -27.1% | +12.3% | -39.4% | -31.7% |
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