+82.0%
USO vs KKR
+710.9%
-628.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | +9.1% | -6.2% | +15.3% | +10.5% |
| 30D | +21.7% | -8.9% | +30.5% | +23.7% |
| 3M | +20.2% | +6.3% | +14.0% | +17.6% |
| 6M | +43.4% | +16.5% | +26.9% | +36.0% |
| YTD | +124.0% | -20.3% | +144.2% | +131.5% |
| 1Y | +112.2% | -29.8% | +142.0% | +125.6% |
| 3Y | +97.7% | +63.2% | +34.5% | +57.2% |
| 5Y | +217.4% | +68.0% | +149.5% | +137.6% |
| All | +82.0% | +710.9% | -628.9% | -13.7% |
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