+62.8%
KKR vs WAB
+164.6%
-101.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -8.1% | -0.2% | -7.9% | -8.0% |
| 30D | -9.1% | -5.9% | -3.2% | -5.0% |
| 3M | +6.4% | +9.4% | -3.0% | -1.7% |
| 6M | +12.6% | +13.8% | -1.3% | -0.7% |
| YTD | -20.4% | +31.8% | -52.2% | -38.8% |
| 1Y | -27.1% | +48.5% | -75.6% | -50.0% |
| All | +62.8% | +164.6% | -101.8% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling