+1,750.7%
KKR vs WAT
+532.9%
+1,217.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | -0.9% | -1.3% | +0.4% | -0.2% |
| 30D | +2.2% | +2.3% | -0.2% | +1.0% |
| 3M | +13.1% | +8.7% | +4.3% | +7.9% |
| 6M | +15.3% | +28.3% | -13.1% | -0.8% |
| YTD | -15.0% | +7.8% | -22.8% | -20.5% |
| 1Y | -21.0% | +36.6% | -57.6% | -35.8% |
| 3Y | +76.7% | +45.7% | +31.0% | +30.6% |
| 5Y | +74.3% | -3.3% | +77.7% | +61.8% |
| 10Y | +753.7% | +162.1% | +591.6% | +310.8% |
| All | +1,750.7% | +532.9% | +1,217.7% | +394.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling