+1,750.7%
KKR vs SIMO
+6,896.7%
-5,146.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +8.7% | -10.6% | -3.7% |
| 7D | -0.9% | +4.2% | -5.1% | -1.9% |
| 30D | +2.2% | +4.1% | -1.9% | +0.3% |
| 3M | +13.1% | -12.9% | +25.9% | +12.9% |
| 6M | +15.3% | +110.3% | -95.1% | -10.0% |
| YTD | -15.0% | +178.6% | -193.6% | -38.9% |
| 1Y | -21.0% | +220.0% | -241.0% | -45.6% |
| 3Y | +76.7% | +409.0% | -332.3% | +7.0% |
| 5Y | +74.3% | +277.3% | -203.0% | +9.2% |
| 10Y | +753.7% | +506.6% | +247.1% | +349.2% |
| All | +1,750.7% | +6,896.7% | -5,146.1% | +495.4% |
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