+4,710.1%
SMH vs KKR
+1,637.1%
+3,073.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.6% | +0.8% |
| 7D | +4.3% | -2.2% | +6.5% | +5.3% |
| 30D | +0.9% | +0.3% | +0.6% | +0.3% |
| 3M | -2.8% | +8.8% | -11.6% | -7.3% |
| 6M | +45.6% | +14.9% | +30.7% | +34.3% |
| YTD | +59.5% | -17.9% | +77.4% | +70.6% |
| 1Y | +93.4% | -23.7% | +117.1% | +112.5% |
| 3Y | +287.1% | +69.1% | +218.0% | +184.5% |
| 5Y | +338.0% | +72.6% | +265.5% | +212.4% |
| 10Y | +1,876.8% | +728.2% | +1,148.6% | +642.2% |
| All | +4,710.1% | +1,637.1% | +3,073.0% | +1,197.6% |
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