+22.5%
KORU vs KKR
-12.5%
+35.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.6% | -10.8% | -9.1% |
| 7D | -24.3% | +8.9% | -33.2% | -29.3% |
| 30D | -54.2% | +12.7% | -66.9% | -58.5% |
| 3M | -45.4% | -6.2% | -39.3% | -43.0% |
| 6M | -66.5% | -1.5% | -64.9% | -65.8% |
| YTD | +14.9% | -20.1% | +34.9% | +27.3% |
| 1Y | +22.5% | -13.7% | +36.2% | +35.2% |
| All | +22.5% | -12.5% | +35.0% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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