+52.1%
WBD vs KKR
+1,583.3%
-1,531.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +2.3% |
| 7D | -0.6% | -8.1% | +7.5% | +2.9% |
| 30D | +4.2% | -9.1% | +13.3% | +8.1% |
| 3M | +7.5% | +6.4% | +1.2% | +3.7% |
| 6M | +1.6% | +12.6% | -11.0% | -5.2% |
| YTD | -2.2% | -20.4% | +18.3% | +4.7% |
| 1Y | +124.9% | -27.1% | +151.9% | +149.1% |
| 3Y | +149.1% | +63.8% | +85.3% | +91.6% |
| 5Y | +7.8% | +67.6% | -59.8% | -19.7% |
| 10Y | +14.9% | +702.6% | -687.8% | -53.9% |
| All | +52.1% | +1,583.3% | -1,531.2% | -56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling