+127.9%
WFC vs KKR
+66.4%
+61.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | +1.0% |
| 7D | +0.3% | -8.1% | +8.4% | +3.7% |
| 30D | +2.3% | -9.1% | +11.4% | +6.0% |
| 3M | +9.8% | +6.4% | +3.4% | +6.3% |
| 6M | +15.6% | +12.6% | +3.0% | +8.4% |
| YTD | -2.4% | -20.4% | +18.0% | +5.1% |
| 1Y | +13.8% | -27.1% | +40.9% | +26.5% |
| 3Y | +134.6% | +63.8% | +70.8% | +79.5% |
| 5Y | +127.9% | +67.6% | +60.3% | +63.0% |
| All | +127.9% | +66.4% | +61.5% | +63.0% |
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