+23.7%
WMB vs KKR
-12.5%
+36.2%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.6% | -11.9% | -5.9% |
| 7D | -8.6% | +8.9% | -17.6% | -8.0% |
| 30D | -4.2% | +12.7% | -16.8% | -3.3% |
| 3M | -4.4% | -6.2% | +1.8% | -4.2% |
| 6M | -8.7% | -1.5% | -7.1% | -7.9% |
| YTD | +15.4% | -20.1% | +35.4% | +16.2% |
| 1Y | +23.7% | -13.7% | +37.5% | +21.7% |
| All | +23.7% | -12.5% | +36.2% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling