+957.1%
WDC vs KKR
+66.4%
+890.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -2.9% |
| 7D | +4.4% | -8.1% | +12.5% | +8.8% |
| 30D | +5.3% | -9.1% | +14.4% | +9.8% |
| 3M | -5.9% | +6.4% | -12.3% | -9.8% |
| 6M | +73.2% | +12.6% | +60.7% | +59.6% |
| YTD | +167.8% | -20.4% | +188.3% | +192.3% |
| 1Y | +386.0% | -27.1% | +413.1% | +450.2% |
| 3Y | +1,309.7% | +63.8% | +1,245.9% | +868.3% |
| 5Y | +957.1% | +67.6% | +889.5% | +571.1% |
| All | +957.1% | +66.4% | +890.7% | +571.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling