+133.3%
WFC vs KKR
+67.4%
+66.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.6% | +3.5% | +2.5% |
| 7D | +0.4% | -2.2% | +2.6% | +1.2% |
| 30D | +2.5% | +0.3% | +2.2% | +1.9% |
| 3M | +10.0% | +8.8% | +1.2% | +5.7% |
| 6M | +15.1% | +14.9% | +0.2% | +7.4% |
| YTD | -2.2% | -17.9% | +15.7% | +4.0% |
| 1Y | +13.5% | -23.7% | +37.1% | +23.6% |
| All | +133.3% | +67.4% | +66.0% | +93.6% |
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 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