+73.0%
KKR vs W
-62.9%
+135.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.6% |
| 7D | -2.2% | +5.9% | -8.1% | -3.5% |
| 30D | +0.3% | -3.0% | +3.3% | +0.8% |
| 3M | +8.8% | +40.3% | -31.5% | -1.4% |
| 6M | +14.9% | +32.2% | -17.3% | +4.4% |
| YTD | -17.9% | -0.3% | -17.6% | -20.8% |
| 1Y | -23.7% | +16.2% | -39.9% | -30.1% |
| 3Y | +69.1% | +40.7% | +28.3% | +33.8% |
| All | +73.0% | -62.9% | +135.9% | +60.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling