+711.5%
KKR vs CDW
+903.1%
-191.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | -0.9% | +3.2% | -4.0% | -2.6% |
| 30D | +2.2% | +9.3% | -7.1% | -3.2% |
| 3M | +13.1% | +9.8% | +3.3% | +5.1% |
| 6M | +15.3% | +23.3% | -8.1% | -3.4% |
| YTD | -15.0% | +13.7% | -28.7% | -25.4% |
| 1Y | -21.0% | -6.5% | -14.5% | -22.5% |
| 3Y | +76.7% | -25.2% | +102.0% | +95.1% |
| 5Y | +74.3% | -19.5% | +93.8% | +82.7% |
| 10Y | +753.7% | +285.8% | +467.9% | +300.2% |
| All | +711.5% | +903.1% | -191.6% | +211.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling