+1,716.3%
KKR vs WEC
+577.8%
+1,138.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -2.9% | -2.2% |
| 7D | -0.6% | +0.8% | -1.4% | -0.9% |
| 30D | +3.0% | +0.3% | +2.7% | +2.8% |
| 3M | +13.6% | -2.9% | +16.6% | +14.6% |
| 6M | +16.2% | -5.9% | +22.1% | +18.2% |
| YTD | -16.6% | +4.1% | -20.7% | -18.4% |
| 1Y | -23.2% | +3.1% | -26.3% | -24.7% |
| 3Y | +71.7% | +40.8% | +30.9% | +48.1% |
| 5Y | +74.8% | +31.7% | +43.1% | +53.4% |
| 10Y | +711.6% | +141.1% | +570.5% | +438.0% |
| All | +1,716.3% | +577.8% | +1,138.5% | +314.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling