+644.9%
KKR vs SIMO
+423.7%
+221.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.6% | -2.4% |
| 7D | -1.1% | +14.9% | -16.0% | -4.1% |
| 30D | +11.5% | -27.0% | +38.5% | +17.3% |
| 3M | -12.4% | -25.4% | +13.0% | -9.7% |
| 6M | -1.9% | -30.3% | +28.4% | -1.3% |
| YTD | -23.3% | +95.8% | -119.1% | -45.7% |
| 1Y | -20.4% | +100.0% | -120.5% | -44.1% |
| 3Y | +56.1% | +238.3% | -182.2% | -10.2% |
| 5Y | +28.4% | +187.6% | -159.1% | -26.0% |
| All | +644.9% | +423.7% | +221.2% | +220.3% |
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