+695.1%
KKR vs WST
+341.6%
+353.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.3% | -3.8% |
| 7D | -8.1% | +0.4% | -8.5% | -8.3% |
| 30D | -9.1% | -2.0% | -7.1% | -8.5% |
| 3M | +6.4% | +4.1% | +2.3% | +4.5% |
| 6M | +12.6% | +47.4% | -34.9% | -2.8% |
| YTD | -20.4% | +25.4% | -45.8% | -27.5% |
| 1Y | -27.1% | +35.3% | -62.4% | -35.9% |
| 3Y | +63.8% | -11.7% | +75.5% | +55.3% |
| 5Y | +67.6% | -24.0% | +91.6% | +64.1% |
| All | +695.1% | +341.6% | +353.4% | +279.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling