-1.9%
KKR vs SIMO
-29.0%
+27.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.6% | -2.9% |
| 7D | -1.1% | +14.9% | -16.0% | -0.7% |
| 30D | +11.5% | -27.0% | +38.5% | +10.8% |
| 3M | -12.4% | -25.4% | +13.0% | -12.8% |
| 6M | -1.9% | -30.3% | +28.4% | -2.3% |
| All | -1.9% | -29.0% | +27.1% | -2.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling