-29.9%
KKR vs W
+9.5%
-39.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.7% |
| 7D | -8.1% | +0.5% | -8.6% | -8.2% |
| 30D | -9.1% | -5.6% | -3.5% | -8.4% |
| 3M | +6.4% | +41.9% | -35.6% | -0.3% |
| 6M | +12.6% | +30.2% | -17.7% | +6.0% |
| YTD | -20.4% | -2.9% | -17.5% | -22.7% |
| All | -29.9% | +9.5% | -39.4% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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