+79.0%
KKR vs WM
+52.1%
+26.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.4% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | +2.2% | -2.4% | +4.5% | +2.9% |
| 3M | +13.1% | +0.4% | +12.6% | +12.4% |
| 6M | +15.3% | -9.5% | +24.7% | +18.9% |
| YTD | -15.0% | +0.5% | -15.5% | -16.2% |
| 1Y | -21.0% | -1.1% | -19.9% | -21.7% |
| 3Y | +76.7% | +46.0% | +30.7% | +42.3% |
| All | +79.0% | +52.1% | +26.9% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling