+62.8%
KKR vs WPM
+259.8%
-197.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.7% | +0.6% | -2.6% |
| 7D | -8.1% | -3.6% | -4.5% | -7.6% |
| 30D | -9.1% | +12.5% | -21.6% | -10.7% |
| 3M | +6.4% | +40.6% | -34.2% | +1.3% |
| 6M | +12.6% | +0.5% | +12.0% | +11.5% |
| YTD | -20.4% | +29.0% | -49.5% | -24.5% |
| 1Y | -27.1% | +43.8% | -70.9% | -32.2% |
| All | +62.8% | +259.8% | -197.0% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling