+1,584.4%
KKR vs SIMO
+4,542.1%
-2,957.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.6% | +6.5% | +2.0% |
| 7D | +1.6% | +4.1% | -2.5% | +0.6% |
| 30D | +14.5% | -24.0% | +38.5% | +19.2% |
| 3M | -15.0% | -31.8% | +16.8% | -10.9% |
| 6M | +1.0% | -36.9% | +37.9% | +4.2% |
| YTD | -22.6% | +84.8% | -107.5% | -41.1% |
| 1Y | -18.2% | +99.0% | -117.2% | -38.9% |
| 3Y | +56.4% | +217.9% | -161.6% | +1.8% |
| 5Y | +29.6% | +171.5% | -141.9% | -15.5% |
| 10Y | +671.3% | +393.3% | +278.0% | +314.8% |
| All | +1,584.4% | +4,542.1% | -2,957.7% | +474.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling