+1,716.3%
KKR vs IWF
+1,101.7%
+614.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.5% |
| 7D | -0.6% | +1.5% | -2.1% | -2.4% |
| 30D | +3.0% | -1.3% | +4.3% | +4.7% |
| 3M | +13.6% | +0.1% | +13.5% | +12.7% |
| 6M | +16.2% | +10.3% | +6.0% | +1.8% |
| YTD | -16.6% | +4.2% | -20.7% | -21.0% |
| 1Y | -23.2% | +9.3% | -32.5% | -31.8% |
| 3Y | +71.7% | +79.3% | -7.6% | -15.8% |
| 5Y | +74.8% | +73.8% | +1.1% | -9.0% |
| 10Y | +711.6% | +410.9% | +300.7% | +3.8% |
| All | +1,716.3% | +1,101.7% | +614.6% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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