+71.0%
UBER vs KKR
+374.2%
-303.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.3% | -2.0% |
| 7D | -7.0% | -2.2% | -4.8% | -5.9% |
| 30D | -8.9% | +0.3% | -9.2% | -9.4% |
| 3M | +1.0% | +8.8% | -7.8% | -4.5% |
| 6M | -3.7% | +14.9% | -18.6% | -12.6% |
| YTD | -13.0% | -17.9% | +4.9% | -6.4% |
| 1Y | -25.5% | -23.7% | -1.8% | -17.5% |
| 3Y | +50.5% | +69.1% | -18.6% | -10.7% |
| 5Y | +76.2% | +72.6% | +3.6% | -1.9% |
| All | +71.0% | +374.2% | -303.2% | -58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling