-13.7%
KKR vs WST
+47.3%
-61.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.4% | +5.1% | +5.5% |
| 7D | +8.9% | +1.3% | +7.6% | +8.7% |
| 30D | +12.7% | +8.5% | +4.2% | +11.4% |
| 3M | -6.2% | +17.2% | -23.4% | -8.2% |
| 6M | -1.5% | +36.3% | -37.8% | -6.4% |
| YTD | -20.1% | +48.9% | -69.0% | -26.6% |
| 1Y | -13.7% | +42.9% | -56.6% | -19.6% |
| All | -13.7% | +47.3% | -61.0% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling