+59.6%
KKR vs IWD
+85.5%
-25.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.7% |
| 7D | -1.3% | -0.6% | -0.7% | -0.2% |
| 30D | +9.3% | +3.6% | +5.7% | +2.1% |
| 3M | -9.8% | +2.7% | -12.5% | -14.1% |
| 6M | +1.0% | +13.2% | -12.2% | -20.4% |
| YTD | -21.1% | +26.8% | -47.8% | -50.3% |
| 1Y | -17.0% | +29.3% | -46.2% | -49.7% |
| All | +59.6% | +85.5% | -25.9% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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