+108.7%
USB vs KKR
+753.2%
-644.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +0.6% |
| 7D | +1.4% | -0.9% | +2.3% | +1.8% |
| 30D | -1.3% | +2.2% | -3.5% | -2.7% |
| 3M | +15.2% | +13.1% | +2.2% | +8.1% |
| 6M | +18.8% | +15.3% | +3.6% | +9.9% |
| YTD | +21.0% | -15.0% | +36.0% | +27.3% |
| 1Y | +34.0% | -21.0% | +55.0% | +44.9% |
| 3Y | +95.3% | +76.7% | +18.6% | +36.9% |
| 5Y | +40.4% | +74.3% | -34.0% | -6.3% |
| All | +108.7% | +753.2% | -644.4% | -33.8% |
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