-27.1%
KKR vs SIMO
+220.5%
-247.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.5% | +1.4% | -3.0% |
| 7D | -8.1% | +12.5% | -20.6% | -8.3% |
| 30D | -9.1% | +18.4% | -27.5% | -9.4% |
| 3M | +6.4% | +5.6% | +0.8% | +5.7% |
| 6M | +12.6% | +116.9% | -104.4% | +5.5% |
| YTD | -20.4% | +188.4% | -208.8% | -28.4% |
| 1Y | -27.1% | +221.3% | -248.3% | -35.8% |
| All | -27.1% | +220.5% | -247.5% | -35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling