+685.7%
KKR vs NWSA
+122.3%
+563.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | -2.2% | -3.1% | +0.9% | -0.4% |
| 30D | +0.3% | +4.3% | -4.0% | -2.2% |
| 3M | +8.8% | +9.2% | -0.4% | +2.7% |
| 6M | +14.9% | +21.6% | -6.7% | +1.6% |
| YTD | -17.9% | +14.2% | -32.1% | -24.9% |
| 1Y | -23.7% | +1.8% | -25.4% | -25.4% |
| 3Y | +69.1% | +44.4% | +24.6% | +36.9% |
| 5Y | +72.6% | +41.0% | +31.6% | +39.4% |
| 10Y | +728.2% | +150.0% | +578.2% | +352.5% |
| All | +685.7% | +122.3% | +563.4% | +346.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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