-17.6%
UBER vs KKR
-20.0%
+2.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | 0.0% |
| 7D | -3.9% | -0.9% | -3.0% | -3.8% |
| 30D | +11.1% | +2.2% | +9.0% | +10.7% |
| 3M | +4.9% | +13.1% | -8.2% | +3.3% |
| 6M | -1.2% | +15.3% | -16.4% | -3.3% |
| YTD | -7.3% | -15.0% | +7.7% | -6.0% |
| 1Y | -17.6% | -21.0% | +3.4% | -15.4% |
| All | -17.6% | -20.0% | +2.3% | -15.4% |
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