+1,569.8%
KKR vs IWD
+553.4%
+1,016.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.3% |
| 7D | -1.1% | +1.7% | -2.8% | -3.5% |
| 30D | +11.5% | +3.2% | +8.3% | +6.7% |
| 3M | -12.4% | +2.3% | -14.7% | -14.8% |
| 6M | -1.9% | +12.9% | -14.8% | -17.1% |
| YTD | -23.3% | +26.2% | -49.6% | -44.6% |
| 1Y | -20.4% | +28.3% | -48.7% | -43.7% |
| 3Y | +56.1% | +84.4% | -28.3% | -30.4% |
| 5Y | +28.4% | +73.0% | -44.5% | -34.5% |
| 10Y | +664.6% | +203.3% | +461.3% | +87.9% |
| All | +1,569.8% | +553.4% | +1,016.4% | +47.4% |
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