-23.7%
KKR vs WM
+0.5%
-24.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.6% |
| 7D | -2.2% | -1.2% | -1.0% | -2.2% |
| 30D | +0.3% | -4.5% | +4.7% | +0.1% |
| 3M | +8.8% | -2.2% | +11.0% | +8.9% |
| 6M | +14.9% | -11.5% | +26.4% | +16.9% |
| YTD | -17.9% | -0.7% | -17.2% | -18.9% |
| 1Y | -23.7% | +0.3% | -24.0% | -25.4% |
| All | -23.7% | +0.5% | -24.2% | -25.4% |
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