+66.5%
KKR vs UUUU
+79.1%
-12.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +1.1% |
| 7D | -6.2% | -10.5% | +4.3% | -4.4% |
| 30D | -8.9% | -10.5% | +1.6% | -7.3% |
| 3M | +6.3% | -14.1% | +20.4% | +8.2% |
| 6M | +16.5% | -35.5% | +51.9% | +22.8% |
| YTD | -20.3% | -10.9% | -9.3% | -23.0% |
| 1Y | -29.8% | +3.4% | -33.1% | -36.4% |
| 3Y | +63.2% | +73.1% | -9.9% | +20.6% |
| All | +66.5% | +79.1% | -12.6% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling