+696.7%
KKR vs SIMO
+605.2%
+91.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.2% | -7.0% | -1.4% |
| 7D | -6.2% | +11.0% | -17.2% | -8.5% |
| 30D | -8.9% | +17.9% | -26.7% | -12.8% |
| 3M | +6.3% | +3.9% | +2.4% | +1.9% |
| 6M | +16.5% | +131.0% | -114.6% | -14.5% |
| YTD | -20.3% | +209.3% | -229.6% | -47.4% |
| 1Y | -29.8% | +223.8% | -253.5% | -54.8% |
| 3Y | +63.2% | +479.2% | -416.1% | -14.4% |
| 5Y | +68.0% | +316.0% | -248.1% | -7.4% |
| All | +696.7% | +605.2% | +91.6% | +232.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 10y: compounded portfolio wealth divided by compounded SIMO 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…
10y analysis · Full analysis span regression · 6 months rolling