+81.3%
USB vs KKR
+670.8%
-589.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | +2.6% | +1.6% | +1.0% | +1.8% |
| 30D | +8.4% | +14.5% | -6.1% | +1.9% |
| 3M | -5.5% | -15.0% | +9.4% | +1.0% |
| 6M | +17.7% | +1.0% | +16.7% | +15.7% |
| YTD | +17.6% | -22.6% | +40.2% | +28.6% |
| 1Y | +33.9% | -18.2% | +52.1% | +42.4% |
| 3Y | +103.8% | +56.4% | +47.4% | +50.4% |
| 5Y | +25.6% | +29.6% | -4.0% | -2.7% |
| All | +81.3% | +670.8% | -589.5% | -41.8% |
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