+41.5%
NU vs KKR
+37.4%
+4.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | -4.9% | -6.2% | +1.3% | -1.5% |
| 30D | +7.8% | -8.9% | +16.7% | +13.3% |
| 3M | +20.9% | +6.3% | +14.7% | +15.8% |
| 6M | +0.9% | +16.5% | -15.6% | -8.8% |
| YTD | -12.7% | -20.3% | +7.6% | -3.2% |
| 1Y | -6.4% | -29.8% | +23.4% | +10.7% |
| 3Y | +98.1% | +63.2% | +34.9% | +23.0% |
| All | +41.5% | +37.4% | +4.1% | -8.1% |
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 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