+1,688.1%
KKR vs WCN
+1,046.7%
+641.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -0.8% |
| 7D | -2.2% | -1.7% | -0.5% | -1.1% |
| 30D | +0.3% | -3.0% | +3.2% | +2.2% |
| 3M | +8.8% | +2.5% | +6.3% | +6.4% |
| 6M | +14.9% | -5.7% | +20.6% | +17.5% |
| YTD | -17.9% | -7.4% | -10.4% | -15.2% |
| 1Y | -23.7% | -8.6% | -15.1% | -20.8% |
| 3Y | +69.1% | +19.4% | +49.7% | +44.1% |
| 5Y | +72.6% | +27.2% | +45.3% | +39.7% |
| 10Y | +728.2% | +238.5% | +489.7% | +253.4% |
| All | +1,688.1% | +1,046.7% | +641.5% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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