+327.2%
SMH vs KKR
+64.7%
+262.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +0.3% | -6.2% | +6.4% | +3.7% |
| 30D | -2.8% | -8.9% | +6.1% | +1.8% |
| 3M | -6.7% | +6.3% | -13.0% | -10.6% |
| 6M | +41.8% | +16.5% | +25.3% | +27.8% |
| YTD | +57.9% | -20.3% | +78.1% | +73.8% |
| 1Y | +87.6% | -29.8% | +117.4% | +120.5% |
| 3Y | +282.9% | +63.2% | +219.8% | +154.5% |
| All | +327.2% | +64.7% | +262.5% | +166.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling