+101.9%
WMT vs KKR
+62.5%
+39.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | 0.0% | -6.2% | +6.2% | +0.6% |
| 30D | -7.4% | -8.9% | +1.4% | -6.6% |
| 3M | -10.9% | +6.3% | -17.1% | -11.4% |
| 6M | -12.7% | +16.5% | -29.1% | -14.2% |
| YTD | -3.2% | -20.3% | +17.0% | -0.7% |
| 1Y | +5.3% | -29.8% | +35.1% | +9.7% |
| 3Y | +101.9% | +63.2% | +38.7% | +89.5% |
| All | +101.9% | +62.5% | +39.3% | +89.5% |
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 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