+142.1%
WBD vs KKR
+62.5%
+79.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -0.7% | -6.2% | +5.4% | +2.0% |
| 30D | +1.4% | -8.9% | +10.3% | +5.2% |
| 3M | +4.4% | +6.3% | -1.9% | +0.4% |
| 6M | +0.8% | +16.5% | -15.6% | -8.2% |
| YTD | -2.7% | -20.3% | +17.6% | +5.9% |
| 1Y | +73.4% | -29.8% | +103.2% | +101.1% |
| 3Y | +142.1% | +63.2% | +79.0% | +55.5% |
| All | +142.1% | +62.5% | +79.6% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 3y: compounded portfolio wealth divided by compounded KKR 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…
3y analysis · Full analysis span regression · 6 months rolling