+1,688.1%
KKR vs WSM
+2,473.0%
-784.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.5% |
| 7D | -2.2% | +2.6% | -4.8% | -3.1% |
| 30D | +0.3% | -9.3% | +9.5% | +3.8% |
| 3M | +8.8% | +7.1% | +1.7% | +5.8% |
| 6M | +14.9% | +21.7% | -6.8% | +6.3% |
| YTD | -17.9% | +28.7% | -46.6% | -25.6% |
| 1Y | -23.7% | +13.9% | -37.5% | -27.9% |
| 3Y | +69.1% | +232.2% | -163.1% | +2.6% |
| 5Y | +72.6% | +176.4% | -103.8% | +8.0% |
| 10Y | +728.2% | +1,072.4% | -344.2% | +167.7% |
| All | +1,688.1% | +2,473.0% | -784.9% | +287.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling