+474.0%
KORU vs KKR
+62.5%
+411.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.8% |
| 7D | -1.7% | -6.2% | +4.5% | +3.3% |
| 30D | +13.5% | -8.9% | +22.4% | +21.7% |
| 3M | -45.2% | +6.3% | -51.5% | -47.1% |
| 6M | +17.1% | +16.5% | +0.7% | +8.4% |
| YTD | +154.1% | -20.3% | +174.4% | +198.1% |
| 1Y | +375.7% | -29.8% | +405.5% | +508.8% |
| 3Y | +474.0% | +63.2% | +410.8% | +209.1% |
| All | +474.0% | +62.5% | +411.5% | +209.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling