+696.7%
KKR vs WCC
+541.6%
+155.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -1.4% |
| 7D | -6.2% | +1.5% | -7.7% | -6.8% |
| 30D | -8.9% | -2.1% | -6.7% | -8.4% |
| 3M | +6.3% | +3.8% | +2.4% | +3.3% |
| 6M | +16.5% | +35.0% | -18.5% | -0.8% |
| YTD | -20.3% | +46.4% | -66.6% | -34.8% |
| 1Y | -29.8% | +63.0% | -92.8% | -45.7% |
| 3Y | +63.2% | +133.9% | -70.8% | +2.9% |
| 5Y | +68.0% | +226.5% | -158.6% | -11.6% |
| All | +696.7% | +541.6% | +155.1% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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