+1,188.5%
WDC vs KKR
+710.9%
+477.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.1% |
| 7D | -4.3% | -6.2% | +1.9% | -0.7% |
| 30D | -1.5% | -8.9% | +7.4% | +3.4% |
| 3M | -15.5% | +6.3% | -21.8% | -19.6% |
| 6M | +66.5% | +16.5% | +50.0% | +48.1% |
| YTD | +159.9% | -20.3% | +180.1% | +185.8% |
| 1Y | +366.0% | -29.8% | +395.7% | +447.2% |
| 3Y | +1,285.8% | +63.2% | +1,222.6% | +792.9% |
| 5Y | +925.6% | +68.0% | +857.6% | +506.7% |
| All | +1,188.5% | +710.9% | +477.7% | +201.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling