+696.7%
KKR vs WAT
+170.9%
+525.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.6% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -8.9% | -1.9% | -7.0% | -8.0% |
| 3M | +6.3% | +13.5% | -7.2% | -0.4% |
| 6M | +16.5% | +37.2% | -20.8% | -2.0% |
| YTD | -20.3% | +7.5% | -27.8% | -24.8% |
| 1Y | -29.8% | +35.0% | -64.8% | -41.7% |
| 3Y | +63.2% | +55.1% | +8.1% | +18.5% |
| 5Y | +68.0% | -2.8% | +70.8% | +56.2% |
| All | +696.7% | +170.9% | +525.8% | +340.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling