+696.7%
KKR vs WAB
+296.8%
+399.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.8% | -0.4% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -8.9% | -4.1% | -4.8% | -6.8% |
| 3M | +6.3% | +8.2% | -1.9% | +1.1% |
| 6M | +16.5% | +15.4% | +1.1% | +6.0% |
| YTD | -20.3% | +33.1% | -53.4% | -33.3% |
| 1Y | -29.8% | +48.1% | -77.9% | -44.8% |
| 3Y | +63.2% | +167.7% | -104.5% | -5.3% |
| 5Y | +68.0% | +225.7% | -157.8% | -10.9% |
| All | +696.7% | +296.8% | +399.9% | +232.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling