+140.1%
WMB vs KKR
+62.2%
+77.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.6% |
| 7D | -1.7% | -8.1% | +6.4% | -0.3% |
| 30D | +0.7% | -9.1% | +9.8% | +2.2% |
| 3M | +1.5% | +6.4% | -4.8% | 0.0% |
| 6M | +0.1% | +12.6% | -12.5% | -2.9% |
| YTD | +22.9% | -20.4% | +43.3% | +27.7% |
| 1Y | +27.9% | -27.1% | +54.9% | +35.1% |
| All | +140.1% | +62.2% | +77.9% | +116.6% |
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