+67.6%
KKR vs UTHR
+138.8%
-71.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.0% |
| 7D | -8.1% | +2.8% | -10.9% | -8.5% |
| 30D | -9.1% | -2.3% | -6.8% | -8.8% |
| 3M | +6.4% | -7.4% | +13.8% | +7.5% |
| 6M | +12.6% | -6.0% | +18.5% | +13.2% |
| YTD | -20.4% | +3.4% | -23.8% | -21.4% |
| 1Y | -27.1% | +27.1% | -54.1% | -30.8% |
| 3Y | +63.8% | +123.8% | -60.0% | +32.3% |
| 5Y | +67.6% | +139.6% | -72.0% | +29.2% |
| All | +67.6% | +138.8% | -71.1% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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