+1,716.3%
KKR vs WWD
+1,223.9%
+492.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.2% | -0.9% |
| 7D | -0.6% | +0.8% | -1.4% | -1.0% |
| 30D | +3.0% | -6.4% | +9.5% | +6.3% |
| 3M | +13.6% | -5.6% | +19.3% | +15.8% |
| 6M | +16.2% | -9.1% | +25.3% | +19.4% |
| YTD | -16.6% | +12.5% | -29.1% | -24.2% |
| 1Y | -23.2% | +41.3% | -64.5% | -38.8% |
| 3Y | +71.7% | +170.2% | -98.5% | -2.9% |
| 5Y | +74.8% | +192.5% | -117.7% | -6.5% |
| 10Y | +711.6% | +476.9% | +234.7% | +175.7% |
| All | +1,716.3% | +1,223.9% | +492.4% | +266.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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