+67.6%
KKR vs SMTC
+112.1%
-44.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.4% |
| 7D | -8.1% | +17.5% | -25.6% | -11.7% |
| 30D | -9.1% | +21.3% | -30.4% | -14.2% |
| 3M | +6.4% | +3.1% | +3.2% | +2.2% |
| 6M | +12.6% | +81.7% | -69.1% | -9.6% |
| YTD | -20.4% | +115.9% | -136.4% | -39.5% |
| 1Y | -27.1% | +157.8% | -184.9% | -48.2% |
| 3Y | +63.8% | +557.3% | -493.5% | -26.4% |
| 5Y | +67.6% | +114.7% | -47.1% | +36.8% |
| All | +67.6% | +112.1% | -44.5% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling