+27.9%
WMB vs KKR
-26.0%
+53.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -3.2% |
| 7D | -1.7% | -8.1% | +6.4% | -1.9% |
| 30D | +0.7% | -9.1% | +9.8% | +0.4% |
| 3M | +1.5% | +6.4% | -4.8% | +1.8% |
| 6M | +0.1% | +12.6% | -12.5% | +0.5% |
| YTD | +22.9% | -20.4% | +43.3% | +23.9% |
| 1Y | +27.9% | -27.1% | +54.9% | +28.5% |
| All | +27.9% | -26.0% | +53.8% | +28.5% |
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