+78.9%
UBER vs KKR
+64.7%
+14.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -5.4% | -6.2% | +0.8% | -2.7% |
| 30D | -4.9% | -8.9% | +4.0% | -1.2% |
| 3M | +3.0% | +6.3% | -3.2% | -0.7% |
| 6M | -4.4% | +16.5% | -20.9% | -12.3% |
| YTD | -12.3% | -20.3% | +8.0% | -5.1% |
| 1Y | -24.3% | -29.8% | +5.5% | -13.5% |
| 3Y | +46.4% | +63.2% | -16.7% | -9.3% |
| All | +78.9% | +64.7% | +14.1% | +9.2% |
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