-29.8%
KKR vs WAT
+38.4%
-68.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -8.9% | -1.9% | -7.0% | -8.4% |
| 3M | +6.3% | +13.5% | -7.2% | +3.3% |
| 6M | +16.5% | +37.2% | -20.8% | +8.3% |
| YTD | -20.3% | +7.5% | -27.8% | -23.7% |
| 1Y | -29.8% | +35.0% | -64.8% | -35.0% |
| All | -29.8% | +38.4% | -68.2% | -35.0% |
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