-15.3%
WDAY vs KKR
-20.0%
+4.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.8% | -3.5% | -4.6% |
| 7D | -4.4% | -0.9% | -3.5% | -4.0% |
| 30D | +14.7% | +2.2% | +12.6% | +14.2% |
| 3M | +32.4% | +13.1% | +19.3% | +26.6% |
| 6M | +36.9% | +15.3% | +21.6% | +29.7% |
| YTD | -8.8% | -15.0% | +6.2% | -4.5% |
| 1Y | -15.3% | -21.0% | +5.7% | -12.5% |
| All | -15.3% | -20.0% | +4.7% | -12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling