+113.2%
WDC vs KKR
-12.5%
+125.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.6% | -12.3% | -7.7% |
| 7D | -18.3% | +8.9% | -27.2% | -19.7% |
| 30D | -26.7% | +12.7% | -39.3% | -28.5% |
| 3M | -40.9% | -6.2% | -34.8% | -40.4% |
| 6M | -26.8% | -1.5% | -25.2% | -26.8% |
| YTD | +88.2% | -20.1% | +108.2% | +100.2% |
| 1Y | +113.2% | -13.7% | +126.9% | +134.6% |
| All | +113.2% | -12.5% | +125.7% | +134.6% |
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