+1,618.7%
KKR vs SIMO
+4,931.1%
-3,312.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.7% | -9.5% | -2.5% |
| 7D | -1.3% | +0.9% | -2.2% | -1.8% |
| 30D | +9.3% | -25.4% | +34.7% | +14.3% |
| 3M | -9.8% | -17.8% | +7.9% | -9.1% |
| 6M | +1.0% | -29.6% | +30.5% | +1.8% |
| YTD | -21.1% | +100.3% | -121.4% | -40.8% |
| 1Y | -17.0% | +100.4% | -117.3% | -37.8% |
| 3Y | +60.6% | +246.1% | -185.5% | +2.8% |
| 5Y | +33.6% | +189.8% | -156.2% | -13.9% |
| 10Y | +687.0% | +434.6% | +252.4% | +316.7% |
| All | +1,618.7% | +4,931.1% | -3,312.3% | +477.0% |
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