+1,716.3%
KKR vs SMTC
+818.8%
+897.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.0% | -11.8% | -4.8% |
| 7D | -0.6% | +22.9% | -23.6% | -7.0% |
| 30D | +3.0% | +16.6% | -13.6% | -3.4% |
| 3M | +13.6% | +2.4% | +11.2% | +7.9% |
| 6M | +16.2% | +98.3% | -82.1% | -14.2% |
| YTD | -16.6% | +120.7% | -137.3% | -41.1% |
| 1Y | -23.2% | +168.3% | -191.5% | -50.2% |
| 3Y | +71.7% | +571.7% | -500.0% | -34.0% |
| 5Y | +74.8% | +114.0% | -39.2% | +1.5% |
| 10Y | +711.6% | +497.0% | +214.6% | +178.1% |
| All | +1,716.3% | +818.8% | +897.6% | +335.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling