+11.1%
SMR vs KKR
+83.2%
-72.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -1.9% | +17.1% | +16.5% |
| 7D | +21.4% | -0.6% | +22.0% | +21.7% |
| 30D | +13.8% | +3.0% | +10.8% | +11.5% |
| 3M | +3.9% | +13.6% | -9.7% | -5.5% |
| 6M | -4.2% | +16.2% | -20.4% | -13.3% |
| YTD | -21.1% | -16.6% | -4.5% | -11.4% |
| 1Y | -67.1% | -23.2% | -43.9% | -61.1% |
| 3Y | +88.9% | +71.7% | +17.1% | +63.9% |
| All | +11.1% | +83.2% | -72.1% | -10.4% |
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 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