+1,750.7%
KKR vs WST
+1,990.9%
-240.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | -0.9% | +0.7% | -1.6% | -1.1% |
| 30D | +2.2% | -3.1% | +5.3% | +3.4% |
| 3M | +13.1% | +7.2% | +5.9% | +9.6% |
| 6M | +15.3% | +36.8% | -21.6% | +0.4% |
| YTD | -15.0% | +23.8% | -38.9% | -23.2% |
| 1Y | -21.0% | +37.8% | -58.8% | -32.4% |
| 3Y | +76.7% | -15.9% | +92.6% | +68.9% |
| 5Y | +74.3% | -25.8% | +100.2% | +71.7% |
| 10Y | +753.7% | +319.6% | +434.1% | +226.5% |
| All | +1,750.7% | +1,990.9% | -240.2% | +122.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling