+1,688.1%
KKR vs WY
+173.4%
+1,514.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.3% |
| 7D | -2.2% | -1.7% | -0.5% | -1.2% |
| 30D | +0.3% | -9.9% | +10.1% | +6.4% |
| 3M | +8.8% | -7.5% | +16.3% | +13.1% |
| 6M | +14.9% | -5.1% | +20.0% | +17.2% |
| YTD | -17.9% | -2.1% | -15.8% | -18.3% |
| 1Y | -23.7% | -7.3% | -16.3% | -21.7% |
| 3Y | +69.1% | -22.6% | +91.7% | +91.0% |
| 5Y | +72.6% | -19.8% | +92.3% | +92.6% |
| 10Y | +728.2% | +9.6% | +718.7% | +585.8% |
| All | +1,688.1% | +173.4% | +1,514.8% | +660.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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