+2,315.0%
WDC vs KKR
+1,664.4%
+650.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +3.1% |
| 7D | +6.0% | -0.6% | +6.6% | +6.2% |
| 30D | +9.9% | +3.0% | +6.9% | +7.4% |
| 3M | -9.4% | +13.6% | -23.0% | -16.5% |
| 6M | +94.7% | +16.2% | +78.5% | +75.4% |
| YTD | +177.4% | -16.6% | +193.9% | +195.3% |
| 1Y | +412.6% | -23.2% | +435.8% | +463.8% |
| 3Y | +1,359.8% | +71.7% | +1,288.1% | +882.0% |
| 5Y | +992.6% | +74.8% | +917.7% | +595.7% |
| 10Y | +1,245.5% | +711.6% | +533.9% | +281.9% |
| All | +2,315.0% | +1,664.4% | +650.6% | +371.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling