-45.8%
USO vs KKR
+1,637.1%
-1,682.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.2% | +3.1% |
| 7D | +6.2% | -2.2% | +8.4% | +6.8% |
| 30D | +19.1% | +0.3% | +18.8% | +18.6% |
| 3M | +14.2% | +8.8% | +5.4% | +10.8% |
| 6M | +43.7% | +14.9% | +28.8% | +36.2% |
| YTD | +116.8% | -17.9% | +134.7% | +122.8% |
| 1Y | +104.3% | -23.7% | +128.0% | +113.0% |
| 3Y | +91.5% | +69.1% | +22.5% | +50.5% |
| 5Y | +214.1% | +72.6% | +141.5% | +133.1% |
| 10Y | +77.0% | +728.2% | -651.2% | -24.6% |
| All | -45.8% | +1,637.1% | -1,682.8% | -82.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling