-21.0%
KKR vs KWEB
-27.0%
+6.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.0% | -3.8% | -2.3% |
| 7D | -0.9% | -1.0% | +0.2% | -0.6% |
| 30D | +2.2% | -8.7% | +10.9% | +4.4% |
| 3M | +13.1% | -4.0% | +17.0% | +13.9% |
| 6M | +15.3% | -13.1% | +28.4% | +18.9% |
| YTD | -15.0% | -23.5% | +8.5% | -7.1% |
| 1Y | -21.0% | -27.2% | +6.2% | -10.4% |
| All | -21.0% | -27.0% | +6.0% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 1y: compounded portfolio wealth divided by compounded KWEB 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…
1y analysis · Full analysis span regression · 6 months rolling