-13.7%
KKR vs WM
+21.9%
-35.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +3.9% | +5.5% |
| 7D | +8.9% | +5.9% | +3.0% | +8.8% |
| 30D | +12.7% | +15.4% | -2.8% | +13.1% |
| 3M | -6.2% | +6.3% | -12.5% | -6.4% |
| 6M | -1.5% | +5.6% | -7.1% | -1.1% |
| YTD | -20.1% | +9.9% | -30.0% | -21.2% |
| 1Y | -13.7% | +20.8% | -34.5% | -18.4% |
| All | -13.7% | +21.9% | -35.6% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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