+89.2%
USB vs KKR
+724.8%
-635.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.9% | +1.8% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +6.8% | +7.9% | -1.1% | +3.1% |
| 3M | -3.8% | -4.4% | +0.6% | -2.5% |
| 6M | +11.7% | -4.0% | +15.7% | +12.4% |
| YTD | +17.5% | -22.6% | +40.1% | +28.5% |
| 1Y | +33.8% | -18.6% | +52.3% | +42.6% |
| 3Y | +104.2% | +60.6% | +43.6% | +48.8% |
| 5Y | +26.4% | +28.4% | -2.0% | -1.7% |
| 10Y | +89.2% | +735.7% | -646.5% | -41.7% |
| All | +89.2% | +724.8% | -635.6% | -41.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling