+67.2%
AEP vs KKR
+64.7%
+2.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -0.9% | -6.2% | +5.2% | -0.6% |
| 30D | -1.1% | -8.9% | +7.8% | -0.6% |
| 3M | -3.3% | +6.3% | -9.5% | -3.6% |
| 6M | -4.6% | +16.5% | -21.1% | -5.5% |
| YTD | +9.4% | -20.3% | +29.7% | +10.6% |
| 1Y | +16.9% | -29.8% | +46.7% | +19.1% |
| 3Y | +76.6% | +63.2% | +13.5% | +59.3% |
| All | +67.2% | +64.7% | +2.4% | +43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling