+71.7%
KKR vs CDW
-29.2%
+100.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.2% | +3.3% | +0.3% |
| 7D | -0.6% | -3.9% | +3.2% | +1.0% |
| 30D | +3.0% | +6.9% | -3.9% | 0.0% |
| 3M | +13.6% | +7.7% | +6.0% | +8.5% |
| 6M | +16.2% | +18.3% | -2.1% | +2.3% |
| YTD | -16.6% | +7.8% | -24.3% | -22.5% |
| 1Y | -23.2% | -12.2% | -11.0% | -19.3% |
| 3Y | +71.7% | -28.9% | +100.7% | +84.2% |
| All | +71.7% | -29.2% | +100.9% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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