+696.7%
KKR vs WEC
+146.6%
+550.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.2% | -0.6% | -5.6% | -6.0% |
| 30D | -8.9% | -2.6% | -6.2% | -8.2% |
| 3M | +6.3% | -6.0% | +12.3% | +8.0% |
| 6M | +16.5% | -5.4% | +21.9% | +18.0% |
| YTD | -20.3% | +2.5% | -22.7% | -21.4% |
| 1Y | -29.8% | -0.7% | -29.1% | -30.2% |
| 3Y | +63.2% | +38.7% | +24.5% | +44.1% |
| 5Y | +68.0% | +31.7% | +36.3% | +50.2% |
| All | +696.7% | +146.6% | +550.2% | +589.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling