+696.7%
KKR vs WING
+407.7%
+289.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.0% | -5.7% | -1.3% |
| 7D | -6.2% | +7.2% | -13.4% | -7.9% |
| 30D | -8.9% | +4.8% | -13.6% | -10.3% |
| 3M | +6.3% | -23.7% | +29.9% | +12.5% |
| 6M | +16.5% | -43.6% | +60.0% | +32.1% |
| YTD | -20.3% | -50.6% | +30.3% | -7.3% |
| 1Y | -29.8% | -57.0% | +27.2% | -16.0% |
| 3Y | +63.2% | -28.3% | +91.5% | +57.1% |
| 5Y | +68.0% | -32.4% | +100.4% | +54.0% |
| All | +696.7% | +407.7% | +289.0% | +339.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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