+43.4%
SMH vs KKR
-12.5%
+55.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.6% | -8.3% | -3.9% |
| 7D | -11.2% | +8.9% | -20.1% | -12.9% |
| 30D | -20.4% | +12.7% | -33.1% | -22.8% |
| 3M | -12.4% | -6.2% | -6.2% | -11.1% |
| 6M | -0.5% | -1.5% | +1.0% | -0.5% |
| YTD | +40.0% | -20.1% | +60.1% | +48.3% |
| 1Y | +43.4% | -13.7% | +57.1% | +49.4% |
| All | +43.4% | -12.5% | +55.9% | +49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling