+43.8%
UNP vs KKR
+67.4%
-23.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.0% |
| 7D | -1.7% | -2.2% | +0.5% | -1.3% |
| 30D | -2.1% | +0.3% | -2.4% | -2.3% |
| 3M | +5.4% | +8.8% | -3.4% | +3.5% |
| 6M | +13.4% | +14.9% | -1.5% | +9.6% |
| YTD | +25.0% | -17.9% | +42.8% | +29.1% |
| 1Y | +34.6% | -23.7% | +58.3% | +40.6% |
| All | +43.8% | +67.4% | -23.6% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling