+72.6%
KKR vs CDW
-23.8%
+96.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.7% |
| 7D | -2.2% | -4.2% | +2.0% | +0.1% |
| 30D | +0.3% | +4.9% | -4.6% | -2.7% |
| 3M | +8.8% | +7.3% | +1.5% | +2.3% |
| 6M | +14.9% | +19.2% | -4.3% | -3.3% |
| YTD | -17.9% | +6.2% | -24.1% | -25.4% |
| 1Y | -23.7% | -14.0% | -9.7% | -19.9% |
| 3Y | +69.1% | -30.0% | +99.0% | +95.9% |
| 5Y | +72.6% | -23.6% | +96.1% | +77.4% |
| All | +72.6% | -23.8% | +96.3% | +77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling