-29.8%
KKR vs WCC
+66.6%
-96.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -0.8% |
| 7D | -6.2% | +1.5% | -7.7% | -6.6% |
| 30D | -8.9% | -2.1% | -6.7% | -8.5% |
| 3M | +6.3% | +3.8% | +2.4% | +4.5% |
| 6M | +16.5% | +35.0% | -18.5% | +3.6% |
| YTD | -20.3% | +46.4% | -66.6% | -31.5% |
| 1Y | -29.8% | +63.0% | -92.8% | -41.6% |
| All | -29.8% | +66.6% | -96.4% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling