+1,688.1%
KKR vs AEE
+655.1%
+1,033.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.4% |
| 7D | -2.2% | +1.1% | -3.3% | -2.6% |
| 30D | +0.3% | 0.0% | +0.2% | +0.2% |
| 3M | +8.8% | -0.9% | +9.7% | +8.9% |
| 6M | +14.9% | -2.4% | +17.3% | +15.4% |
| YTD | -17.9% | +8.6% | -26.5% | -21.7% |
| 1Y | -23.7% | +10.2% | -33.8% | -27.8% |
| 3Y | +69.1% | +47.8% | +21.2% | +38.1% |
| 5Y | +72.6% | +40.1% | +32.4% | +43.7% |
| 10Y | +728.2% | +195.0% | +533.2% | +372.7% |
| All | +1,688.1% | +655.1% | +1,033.1% | +323.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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