+385.7%
WFC vs KKR
+1,664.4%
-1,278.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.4% | -1.4% |
| 7D | +1.1% | -0.6% | +1.7% | +1.3% |
| 30D | +0.8% | +3.0% | -2.2% | -1.0% |
| 3M | +9.3% | +13.6% | -4.4% | +2.3% |
| 6M | +10.6% | +16.2% | -5.6% | +1.7% |
| YTD | -4.1% | -16.6% | +12.5% | +1.8% |
| 1Y | +13.6% | -23.2% | +36.8% | +24.3% |
| 3Y | +130.7% | +71.7% | +59.0% | +66.6% |
| 5Y | +126.7% | +74.8% | +51.9% | +54.4% |
| 10Y | +132.1% | +711.6% | -579.4% | -23.9% |
| All | +385.7% | +1,664.4% | -1,278.7% | -6.8% |
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