+104.2%
USB vs KKR
+59.8%
+44.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.9% | +1.9% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +6.8% | +7.9% | -1.1% | +3.8% |
| 3M | -3.8% | -4.4% | +0.6% | -2.7% |
| 6M | +11.7% | -4.0% | +15.7% | +12.4% |
| YTD | +17.5% | -22.6% | +40.1% | +27.0% |
| 1Y | +33.8% | -18.6% | +52.3% | +41.4% |
| 3Y | +104.2% | +60.6% | +43.6% | +52.0% |
| All | +104.2% | +59.8% | +44.5% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling