+54.0%
UNP vs KKR
+66.4%
-12.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.0% |
| 7D | -1.2% | -8.1% | +6.9% | +0.7% |
| 30D | -2.0% | -9.1% | +7.1% | 0.0% |
| 3M | +7.5% | +6.4% | +1.2% | +5.7% |
| 6M | +15.3% | +12.6% | +2.8% | +11.3% |
| YTD | +25.4% | -20.4% | +45.8% | +30.7% |
| 1Y | +35.6% | -27.1% | +62.7% | +43.7% |
| 3Y | +44.1% | +63.8% | -19.7% | +20.1% |
| 5Y | +54.0% | +67.6% | -13.7% | +20.4% |
| All | +54.0% | +66.4% | -12.5% | +20.4% |
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 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