+1,636.4%
KKR vs WTW
+406.4%
+1,230.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -6.2% | -5.7% | -0.5% | -2.8% |
| 30D | -8.9% | -7.3% | -1.6% | -4.8% |
| 3M | +6.3% | +21.5% | -15.2% | -6.6% |
| 6M | +16.5% | +9.6% | +6.8% | +7.8% |
| YTD | -20.3% | -3.3% | -17.0% | -21.3% |
| 1Y | -29.8% | -6.1% | -23.7% | -29.5% |
| 3Y | +63.2% | +61.8% | +1.3% | +11.7% |
| 5Y | +68.0% | +42.7% | +25.3% | +25.7% |
| 10Y | +704.3% | +197.2% | +507.1% | +247.6% |
| All | +1,636.4% | +406.4% | +1,230.0% | +389.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling