+2,499.4%
SMCI vs KKR
+1,583.3%
+916.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -2.4% |
| 7D | -1.3% | -8.1% | +6.8% | +3.1% |
| 30D | +18.3% | -9.1% | +27.4% | +24.2% |
| 3M | +27.7% | +6.4% | +21.3% | +22.9% |
| 6M | +17.6% | +12.6% | +5.0% | +9.7% |
| YTD | +27.7% | -20.4% | +48.1% | +42.0% |
| 1Y | -14.9% | -27.1% | +12.2% | -1.7% |
| 3Y | +33.2% | +63.8% | -30.6% | +0.3% |
| 5Y | +921.6% | +67.6% | +854.0% | +645.2% |
| 10Y | +1,672.4% | +702.6% | +969.8% | +525.9% |
| All | +2,499.4% | +1,583.3% | +916.1% | +530.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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