+3.4%
NU vs KKR
-20.0%
+23.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.1% | -1.3% |
| 7D | +7.5% | -0.9% | +8.4% | +7.8% |
| 30D | +6.1% | +2.2% | +4.0% | +5.3% |
| 3M | +26.8% | +13.1% | +13.7% | +21.0% |
| 6M | +2.5% | +15.3% | -12.8% | -3.0% |
| YTD | -8.2% | -15.0% | +6.8% | -6.1% |
| 1Y | +3.4% | -21.0% | +24.4% | +6.8% |
| All | +3.4% | -20.0% | +23.3% | +6.8% |
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