+1,328.4%
WDC vs KKR
+62.2%
+1,266.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -3.1% |
| 7D | +4.4% | -8.1% | +12.5% | +8.2% |
| 30D | +5.3% | -9.1% | +14.4% | +9.3% |
| 3M | -5.9% | +6.4% | -12.3% | -9.4% |
| 6M | +73.2% | +12.6% | +60.7% | +60.9% |
| YTD | +167.8% | -20.4% | +188.3% | +191.2% |
| 1Y | +386.0% | -27.1% | +413.1% | +449.3% |
| All | +1,328.4% | +62.2% | +1,266.3% | +959.0% |
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 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