+170.5%
AEP vs KKR
+710.9%
-540.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -0.9% | -6.2% | +5.2% | -0.4% |
| 30D | -1.1% | -8.9% | +7.8% | -0.3% |
| 3M | -3.3% | +6.3% | -9.5% | -4.0% |
| 6M | -4.6% | +16.5% | -21.1% | -6.3% |
| YTD | +9.4% | -20.3% | +29.7% | +11.3% |
| 1Y | +16.9% | -29.8% | +46.7% | +20.4% |
| 3Y | +76.6% | +63.2% | +13.5% | +57.9% |
| 5Y | +66.2% | +68.0% | -1.8% | +44.1% |
| All | +170.5% | +710.9% | -540.4% | +104.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling