+198.7%
WELL vs KKR
+67.4%
+131.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.5% |
| 7D | -1.1% | -2.2% | +1.1% | -1.0% |
| 30D | +0.7% | +0.3% | +0.5% | +0.7% |
| 3M | +14.5% | +8.8% | +5.7% | +13.6% |
| 6M | +14.4% | +14.9% | -0.5% | +12.7% |
| YTD | +28.5% | -17.9% | +46.3% | +30.5% |
| 1Y | +41.8% | -23.7% | +65.5% | +44.8% |
| All | +198.7% | +67.4% | +131.3% | +147.7% |
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