-26.4%
WDAY vs KKR
+62.5%
-88.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -5.2% | -6.2% | +1.0% | -3.0% |
| 30D | +5.9% | -8.9% | +14.8% | +9.7% |
| 3M | +42.3% | +6.3% | +36.0% | +39.3% |
| 6M | +34.7% | +16.5% | +18.3% | +27.5% |
| YTD | -13.5% | -20.3% | +6.7% | -7.4% |
| 1Y | -18.1% | -29.8% | +11.7% | -9.1% |
| 3Y | -26.4% | +63.2% | -89.6% | -45.3% |
| All | -26.4% | +62.5% | -88.9% | -45.3% |
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