-13.7%
KKR vs WAT
+32.9%
-46.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.7% | +3.9% | +5.1% |
| 7D | +8.9% | -1.9% | +10.9% | +9.5% |
| 30D | +12.7% | +6.2% | +6.4% | +10.8% |
| 3M | -6.2% | +18.1% | -24.2% | -10.3% |
| 6M | -1.5% | +54.9% | -56.4% | -12.5% |
| YTD | -20.1% | +23.1% | -43.2% | -26.9% |
| 1Y | -13.7% | +27.3% | -41.0% | -22.6% |
| All | -13.7% | +32.9% | -46.7% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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