-21.0%
KKR vs WTW
+3.0%
-24.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.6% |
| 7D | -0.9% | -2.6% | +1.7% | -0.6% |
| 30D | +2.2% | -1.0% | +3.1% | +2.2% |
| 3M | +13.1% | +29.9% | -16.9% | +10.6% |
| 6M | +15.3% | +10.7% | +4.6% | +13.2% |
| YTD | -15.0% | +2.6% | -17.6% | -14.7% |
| 1Y | -21.0% | +2.8% | -23.7% | -19.7% |
| All | -21.0% | +3.0% | -24.0% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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