+1,750.7%
KKR vs IWD
+538.4%
+1,212.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -0.9% |
| 7D | -0.9% | -0.3% | -0.6% | -0.5% |
| 30D | +2.2% | +0.6% | +1.6% | +1.4% |
| 3M | +13.1% | +7.2% | +5.8% | +2.6% |
| 6M | +15.3% | +16.2% | -0.9% | -6.8% |
| YTD | -15.0% | +23.3% | -38.3% | -36.6% |
| 1Y | -21.0% | +29.6% | -50.6% | -44.9% |
| 3Y | +76.7% | +70.5% | +6.3% | -12.1% |
| 5Y | +74.3% | +73.5% | +0.9% | -11.3% |
| 10Y | +753.7% | +198.3% | +555.4% | +114.2% |
| All | +1,750.7% | +538.4% | +1,212.3% | +68.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling