+1,632.8%
KKR vs WPM
+842.6%
+790.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.7% | +0.6% | -2.5% |
| 7D | -8.1% | -3.6% | -4.5% | -7.6% |
| 30D | -9.1% | +12.5% | -21.6% | -10.8% |
| 3M | +6.4% | +40.6% | -34.2% | +0.7% |
| 6M | +12.6% | +0.5% | +12.0% | +11.5% |
| YTD | -20.4% | +29.0% | -49.5% | -24.6% |
| 1Y | -27.1% | +43.8% | -70.9% | -32.2% |
| 3Y | +63.8% | +266.3% | -202.5% | +29.6% |
| 5Y | +67.6% | +255.1% | -187.5% | +31.6% |
| 10Y | +702.6% | +526.8% | +175.8% | +461.9% |
| All | +1,632.8% | +842.6% | +790.2% | +923.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling