+1,688.1%
KKR vs WU
-7.8%
+1,696.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | -2.2% | -4.9% | +2.7% | +0.1% |
| 30D | +0.3% | -1.3% | +1.5% | +0.8% |
| 3M | +8.8% | -3.6% | +12.4% | +8.4% |
| 6M | +14.9% | -24.3% | +39.2% | +28.0% |
| YTD | -17.9% | -21.1% | +3.2% | -10.5% |
| 1Y | -23.7% | -10.3% | -13.4% | -22.7% |
| 3Y | +69.1% | -28.4% | +97.4% | +85.8% |
| 5Y | +72.6% | -51.2% | +123.8% | +125.0% |
| 10Y | +728.2% | -39.6% | +767.9% | +828.0% |
| All | +1,688.1% | -7.8% | +1,696.0% | +1,342.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling