+66.5%
KKR vs WU
-51.3%
+117.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | -6.2% | -3.5% | -2.7% | -5.0% |
| 30D | -8.9% | -2.9% | -5.9% | -7.9% |
| 3M | +6.3% | -2.3% | +8.5% | +5.3% |
| 6M | +16.5% | -25.4% | +41.8% | +27.7% |
| YTD | -20.3% | -21.2% | +0.9% | -14.5% |
| 1Y | -29.8% | -8.9% | -20.9% | -29.6% |
| 3Y | +63.2% | -29.0% | +92.1% | +76.1% |
| All | +66.5% | -51.3% | +117.8% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling