+71.7%
KKR vs SIMO
+462.5%
-390.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.0% | -2.8% |
| 7D | -0.6% | +14.6% | -15.2% | -2.8% |
| 30D | +3.0% | +6.2% | -3.2% | +1.5% |
| 3M | +13.6% | +3.6% | +10.1% | +10.3% |
| 6M | +16.2% | +130.8% | -114.6% | -12.1% |
| YTD | -16.6% | +195.8% | -212.4% | -44.0% |
| 1Y | -23.2% | +225.0% | -248.2% | -51.5% |
| 3Y | +71.7% | +452.3% | -380.6% | -25.1% |
| All | +71.7% | +462.5% | -390.8% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling