+189.4%
UPS vs KKR
+1,664.4%
-1,475.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.2% |
| 7D | -2.1% | -0.6% | -1.5% | -2.0% |
| 30D | -2.3% | +3.0% | -5.3% | -3.3% |
| 3M | -5.2% | +13.6% | -18.9% | -8.9% |
| 6M | +1.4% | +16.2% | -14.8% | -3.6% |
| YTD | +6.1% | -16.6% | +22.7% | +10.1% |
| 1Y | +27.0% | -23.2% | +50.2% | +34.3% |
| 3Y | -25.9% | +71.7% | -97.6% | -40.5% |
| 5Y | -34.6% | +74.8% | -109.4% | -49.3% |
| 10Y | +36.2% | +711.6% | -675.4% | -32.2% |
| All | +189.4% | +1,664.4% | -1,475.0% | +8.0% |
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 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