+74.8%
KKR vs IWD
+73.8%
+1.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.0% | -0.3% |
| 7D | -0.6% | -0.2% | -0.5% | -0.3% |
| 30D | +3.0% | -0.8% | +3.8% | +4.7% |
| 3M | +13.6% | +8.0% | +5.6% | -1.3% |
| 6M | +16.2% | +18.2% | -2.0% | -15.0% |
| YTD | -16.6% | +22.3% | -38.9% | -42.6% |
| 1Y | -23.2% | +28.9% | -52.1% | -51.9% |
| 3Y | +71.7% | +71.5% | +0.2% | -33.3% |
| 5Y | +74.8% | +73.6% | +1.2% | -28.4% |
| All | +74.8% | +73.8% | +1.0% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling