-13.7%
KKR vs WEC
+9.7%
-23.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.2% | +5.6% |
| 7D | +8.9% | +6.9% | +2.0% | +9.4% |
| 30D | +12.7% | +16.6% | -3.9% | +15.0% |
| 3M | -6.2% | +9.1% | -15.2% | -5.9% |
| 6M | -1.5% | +3.2% | -4.7% | -3.5% |
| YTD | -20.1% | +14.9% | -35.0% | -14.8% |
| 1Y | -13.7% | +9.2% | -22.9% | -9.0% |
| All | -13.7% | +9.7% | -23.4% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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