+231.3%
WULF vs KKR
+1,583.3%
-1,352.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.1% | -2.7% | -4.6% |
| 7D | -0.6% | -8.1% | +7.5% | +2.8% |
| 30D | -3.6% | -9.1% | +5.5% | -0.2% |
| 3M | -30.4% | +6.4% | -36.8% | -32.5% |
| 6M | +12.5% | +12.6% | -0.1% | +6.1% |
| YTD | +40.5% | -20.4% | +60.9% | +51.7% |
| 1Y | +53.0% | -27.1% | +80.0% | +70.7% |
| 3Y | +796.7% | +63.8% | +732.8% | +727.2% |
| 5Y | -30.9% | +67.6% | -98.5% | -37.0% |
| 10Y | +76.1% | +702.6% | -626.5% | +49.0% |
| All | +231.3% | +1,583.3% | -1,352.0% | +177.0% |
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