+653.6%
KKR vs CDW
+1,039.4%
-385.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -2.0% |
| 7D | -1.3% | +2.6% | -3.8% | -2.7% |
| 30D | +9.3% | +20.4% | -11.1% | -2.1% |
| 3M | -9.8% | +28.5% | -38.3% | -22.8% |
| 6M | +1.0% | +70.6% | -69.6% | -29.0% |
| YTD | -21.1% | +29.1% | -50.2% | -36.3% |
| 1Y | -17.0% | +23.8% | -40.7% | -31.2% |
| 3Y | +60.6% | -14.5% | +75.1% | +62.4% |
| 5Y | +33.6% | -1.6% | +35.2% | +23.8% |
| 10Y | +687.0% | +322.0% | +365.0% | +245.0% |
| All | +653.6% | +1,039.4% | -385.7% | +165.8% |
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