+82.9%
KORU vs KKR
+710.9%
-628.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.8% |
| 7D | -1.7% | -6.2% | +4.5% | +5.2% |
| 30D | +13.5% | -8.9% | +22.4% | +24.8% |
| 3M | -45.2% | +6.3% | -51.5% | -48.1% |
| 6M | +17.1% | +16.5% | +0.7% | +3.1% |
| YTD | +154.1% | -20.3% | +174.4% | +215.0% |
| 1Y | +375.7% | -29.8% | +405.5% | +556.9% |
| 3Y | +474.0% | +63.2% | +410.8% | +174.8% |
| 5Y | +60.4% | +68.0% | -7.5% | -25.9% |
| All | +82.9% | +710.9% | -628.0% | -78.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling