+1,716.3%
KKR vs WCC
+932.6%
+783.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.3% | -3.0% |
| 7D | -0.6% | +8.5% | -9.1% | -4.4% |
| 30D | +3.0% | -1.0% | +4.0% | +3.0% |
| 3M | +13.6% | +2.1% | +11.5% | +11.0% |
| 6M | +16.2% | +36.8% | -20.6% | -2.4% |
| YTD | -16.6% | +47.7% | -64.3% | -32.8% |
| 1Y | -23.2% | +66.5% | -89.7% | -42.0% |
| 3Y | +71.7% | +134.2% | -62.4% | +5.5% |
| 5Y | +74.8% | +231.6% | -156.8% | -12.5% |
| 10Y | +711.6% | +508.1% | +203.4% | +155.0% |
| All | +1,716.3% | +932.6% | +783.7% | +306.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling