+10.8%
AEP vs KKR
-12.5%
+23.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.6% | -6.1% | -0.2% |
| 7D | +0.8% | +8.9% | -8.1% | +1.2% |
| 30D | +7.9% | +12.7% | -4.7% | +8.6% |
| 3M | +1.5% | -6.2% | +7.6% | +1.1% |
| 6M | -2.6% | -1.5% | -1.0% | -2.6% |
| YTD | +14.7% | -20.1% | +34.7% | +13.3% |
| 1Y | +10.8% | -13.7% | +24.5% | +11.1% |
| All | +10.8% | -12.5% | +23.2% | +11.1% |
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