+349.9%
WELL vs KKR
+709.2%
-359.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.8% |
| 7D | -2.2% | -8.1% | +5.9% | +0.1% |
| 30D | +4.7% | -9.1% | +13.8% | +7.4% |
| 3M | +11.9% | +6.4% | +5.6% | +9.2% |
| 6M | +14.3% | +12.6% | +1.7% | +8.9% |
| YTD | +28.4% | -20.4% | +48.8% | +34.5% |
| 1Y | +42.3% | -27.1% | +69.4% | +52.1% |
| 3Y | +202.6% | +63.8% | +138.7% | +125.6% |
| 5Y | +206.5% | +67.6% | +138.9% | +114.1% |
| All | +349.9% | +709.2% | -359.3% | +92.6% |
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 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