-73.1%
SMR vs KKR
-20.0%
-53.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.9% |
| 7D | +4.4% | -0.9% | +5.3% | +5.0% |
| 30D | +3.4% | +2.2% | +1.2% | +1.7% |
| 3M | -19.2% | +13.1% | -32.2% | -26.9% |
| 6M | -22.6% | +15.3% | -37.9% | -30.2% |
| YTD | -31.5% | -15.0% | -16.5% | -23.1% |
| 1Y | -73.1% | -21.0% | -52.1% | -67.5% |
| All | -73.1% | -20.0% | -53.1% | -67.5% |
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