+270.9%
WMB vs KKR
+66.4%
+204.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.5% |
| 7D | -1.7% | -8.1% | +6.4% | 0.0% |
| 30D | +0.7% | -9.1% | +9.8% | +2.6% |
| 3M | +1.5% | +6.4% | -4.8% | -0.3% |
| 6M | +0.1% | +12.6% | -12.5% | -3.4% |
| YTD | +22.9% | -20.4% | +43.3% | +27.7% |
| 1Y | +27.9% | -27.1% | +54.9% | +35.1% |
| 3Y | +139.1% | +63.8% | +75.3% | +101.8% |
| 5Y | +270.9% | +67.6% | +203.3% | +202.6% |
| All | +270.9% | +66.4% | +204.5% | +202.6% |
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 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