+33.6%
KKR vs SIMO
+195.0%
-161.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.7% | -9.5% | -2.1% |
| 7D | -1.3% | +0.9% | -2.2% | -1.6% |
| 30D | +9.3% | -25.4% | +34.7% | +13.3% |
| 3M | -9.8% | -17.8% | +7.9% | -9.4% |
| 6M | +1.0% | -29.6% | +30.5% | +1.2% |
| YTD | -21.1% | +100.3% | -121.4% | -43.1% |
| 1Y | -17.0% | +100.4% | -117.3% | -40.2% |
| 3Y | +60.6% | +246.1% | -185.5% | -7.0% |
| 5Y | +33.6% | +189.8% | -156.2% | -21.7% |
| All | +33.6% | +195.0% | -161.4% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling