+946.5%
WMB vs KKR
+1,697.8%
-751.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +2.0% | +0.9% |
| 7D | +0.6% | -0.9% | +1.4% | +0.8% |
| 30D | +3.3% | +2.2% | +1.1% | +2.0% |
| 3M | +3.1% | +13.1% | -9.9% | -2.8% |
| 6M | -0.7% | +15.3% | -16.0% | -8.1% |
| YTD | +25.2% | -15.0% | +40.2% | +29.5% |
| 1Y | +32.9% | -21.0% | +53.9% | +40.4% |
| 3Y | +140.6% | +76.7% | +63.8% | +66.8% |
| 5Y | +273.5% | +74.3% | +199.1% | +142.0% |
| 10Y | +334.2% | +753.7% | -419.5% | +16.0% |
| All | +946.5% | +1,697.8% | -751.3% | +89.9% |
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