+696.7%
KKR vs SMTC
+548.2%
+148.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | -1.2% |
| 7D | -6.2% | +13.1% | -19.3% | -9.5% |
| 30D | -8.9% | +19.5% | -28.3% | -14.5% |
| 3M | +6.3% | +2.2% | +4.0% | +1.6% |
| 6M | +16.5% | +94.9% | -78.4% | -11.5% |
| YTD | -20.3% | +127.0% | -147.2% | -42.7% |
| 1Y | -29.8% | +174.6% | -204.4% | -53.4% |
| 3Y | +63.2% | +615.9% | -552.7% | -35.1% |
| 5Y | +68.0% | +125.6% | -57.6% | +1.4% |
| All | +696.7% | +548.2% | +148.5% | +218.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 10y: compounded portfolio wealth divided by compounded SMTC 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…
10y analysis · Full analysis span regression · 6 months rolling