+206.5%
WELL vs KKR
+66.4%
+140.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.4% |
| 7D | -2.2% | -8.1% | +5.9% | -1.0% |
| 30D | +4.7% | -9.1% | +13.8% | +6.2% |
| 3M | +11.9% | +6.4% | +5.6% | +10.4% |
| 6M | +14.3% | +12.6% | +1.7% | +11.2% |
| YTD | +28.4% | -20.4% | +48.8% | +32.3% |
| 1Y | +42.3% | -27.1% | +69.4% | +48.5% |
| 3Y | +202.6% | +63.8% | +138.7% | +147.0% |
| 5Y | +206.5% | +67.6% | +138.9% | +141.9% |
| All | +206.5% | +66.4% | +140.1% | +141.9% |
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