+1,557.4%
KKR vs WM
+962.2%
+595.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -0.6% |
| 7D | +2.2% | +1.2% | +1.0% | +1.5% |
| 30D | +7.6% | +13.1% | -5.5% | -0.3% |
| 3M | -6.5% | +3.6% | -10.1% | -8.7% |
| 6M | -3.9% | +8.1% | -12.0% | -9.4% |
| YTD | -23.9% | +8.9% | -32.8% | -29.2% |
| 1Y | -18.5% | +20.3% | -38.9% | -29.1% |
| 3Y | +65.8% | +46.2% | +19.6% | +22.8% |
| 5Y | +25.3% | +59.9% | -34.6% | -14.4% |
| 10Y | +720.2% | +345.6% | +374.6% | +156.9% |
| All | +1,557.4% | +962.2% | +595.2% | +125.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling