+962.3%
WELL vs KKR
+1,664.4%
-702.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.3% | +0.9% |
| 7D | -1.3% | -0.6% | -0.7% | -1.2% |
| 30D | +0.5% | +3.0% | -2.5% | -0.6% |
| 3M | +19.1% | +13.6% | +5.4% | +14.3% |
| 6M | +17.0% | +16.2% | +0.8% | +11.0% |
| YTD | +29.2% | -16.6% | +45.8% | +33.2% |
| 1Y | +42.1% | -23.2% | +65.4% | +49.0% |
| 3Y | +204.5% | +71.7% | +132.8% | +136.5% |
| 5Y | +211.0% | +74.8% | +136.1% | +130.3% |
| 10Y | +337.6% | +711.6% | -374.0% | +104.8% |
| All | +962.3% | +1,664.4% | -702.1% | +250.6% |
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