+63.2%
KKR vs WSM
+230.1%
-166.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.2% |
| 7D | -6.2% | -0.5% | -5.6% | -6.0% |
| 30D | -8.9% | -7.7% | -1.1% | -6.3% |
| 3M | +6.3% | +3.8% | +2.5% | +4.7% |
| 6M | +16.5% | +22.7% | -6.2% | +7.8% |
| YTD | -20.3% | +28.0% | -48.3% | -27.1% |
| 1Y | -29.8% | +12.7% | -42.5% | -33.3% |
| 3Y | +63.2% | +231.3% | -168.1% | +13.2% |
| All | +63.2% | +230.1% | -166.9% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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