+62.8%
KKR vs UUUU
+83.7%
-20.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.3% | +3.2% | -2.4% |
| 7D | -8.1% | -5.0% | -3.1% | -7.6% |
| 30D | -9.1% | -7.8% | -1.3% | -8.4% |
| 3M | +6.4% | -0.4% | +6.8% | +5.9% |
| 6M | +12.6% | -32.9% | +45.5% | +16.0% |
| YTD | -20.4% | -6.3% | -14.2% | -22.4% |
| 1Y | -27.1% | +7.9% | -35.0% | -31.4% |
| All | +62.8% | +83.7% | -20.9% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling