+1,750.7%
KKR vs WM
+880.2%
+870.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.1% |
| 7D | -0.9% | -0.3% | -0.6% | -0.7% |
| 30D | +2.2% | -2.4% | +4.5% | +3.5% |
| 3M | +13.1% | +0.4% | +12.6% | +11.9% |
| 6M | +15.3% | -9.5% | +24.7% | +21.0% |
| YTD | -15.0% | +0.5% | -15.5% | -16.9% |
| 1Y | -21.0% | -1.1% | -19.9% | -22.2% |
| 3Y | +76.7% | +46.0% | +30.7% | +29.8% |
| 5Y | +74.3% | +51.8% | +22.5% | +22.6% |
| 10Y | +753.7% | +307.5% | +446.2% | +182.7% |
| All | +1,750.7% | +880.2% | +870.4% | +165.3% |
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