+1,716.3%
KKR vs WAB
+1,327.7%
+388.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.2% |
| 7D | -0.6% | +1.7% | -2.3% | -1.6% |
| 30D | +3.0% | -2.4% | +5.5% | +4.5% |
| 3M | +13.6% | +9.7% | +4.0% | +7.0% |
| 6M | +16.2% | +16.5% | -0.3% | +4.9% |
| YTD | -16.6% | +33.7% | -50.3% | -30.8% |
| 1Y | -23.2% | +49.7% | -72.9% | -40.5% |
| 3Y | +71.7% | +170.9% | -99.2% | -3.8% |
| 5Y | +74.8% | +228.0% | -153.2% | -11.1% |
| 10Y | +711.6% | +284.8% | +426.8% | +227.1% |
| All | +1,716.3% | +1,327.7% | +388.6% | +198.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling