+711.6%
KKR vs WM
+305.2%
+406.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -0.6% | -0.9% | +0.3% | -0.1% |
| 30D | +3.0% | -4.3% | +7.4% | +5.4% |
| 3M | +13.6% | +0.8% | +12.9% | +12.4% |
| 6M | +16.2% | -10.8% | +27.0% | +22.4% |
| YTD | -16.6% | -0.1% | -16.5% | -18.0% |
| 1Y | -23.2% | +1.0% | -24.2% | -25.2% |
| 3Y | +71.7% | +45.1% | +26.6% | +29.8% |
| 5Y | +74.8% | +52.1% | +22.7% | +26.0% |
| 10Y | +711.6% | +302.9% | +408.6% | +234.8% |
| All | +711.6% | +305.2% | +406.3% | +234.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling