+696.7%
KKR vs WPM
+558.4%
+138.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | 0.0% |
| 7D | -6.2% | -0.6% | -5.6% | -6.1% |
| 30D | -8.9% | +14.4% | -23.3% | -10.4% |
| 3M | +6.3% | +37.0% | -30.7% | +2.0% |
| 6M | +16.5% | +4.1% | +12.3% | +15.1% |
| YTD | -20.3% | +31.7% | -52.0% | -23.8% |
| 1Y | -29.8% | +44.2% | -74.0% | -33.8% |
| 3Y | +63.2% | +265.5% | -202.3% | +34.9% |
| 5Y | +68.0% | +262.5% | -194.5% | +36.8% |
| All | +696.7% | +558.4% | +138.3% | +566.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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