+1,716.3%
KKR vs UTHR
+901.3%
+815.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.4% |
| 7D | -0.6% | -2.9% | +2.2% | +0.1% |
| 30D | +3.0% | -7.6% | +10.6% | +4.9% |
| 3M | +13.6% | -8.6% | +22.2% | +15.9% |
| 6M | +16.2% | +4.1% | +12.1% | +14.0% |
| YTD | -16.6% | +2.2% | -18.8% | -18.1% |
| 1Y | -23.2% | +26.2% | -49.4% | -29.1% |
| 3Y | +71.7% | +121.2% | -49.5% | +30.2% |
| 5Y | +74.8% | +136.5% | -61.7% | +27.0% |
| 10Y | +711.6% | +300.1% | +411.5% | +370.1% |
| All | +1,716.3% | +901.3% | +815.0% | +558.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling