-66.5%
U vs KKR
+64.7%
-131.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.3% |
| 7D | +5.5% | -6.2% | +11.7% | +11.4% |
| 30D | -1.3% | -8.9% | +7.6% | +6.4% |
| 3M | +64.6% | +6.3% | +58.3% | +52.7% |
| 6M | +119.4% | +16.5% | +102.9% | +86.0% |
| YTD | -0.5% | -20.3% | +19.8% | +18.7% |
| 1Y | +1.3% | -29.8% | +31.1% | +34.2% |
| 3Y | +15.6% | +63.2% | -47.6% | -43.2% |
| All | -66.5% | +64.7% | -131.2% | -85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling