-29.8%
KKR vs AEIS
+81.9%
-111.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.9% | -4.7% | -0.4% |
| 7D | -6.2% | +2.3% | -8.4% | -6.4% |
| 30D | -8.9% | -14.8% | +6.0% | -7.3% |
| 3M | +6.3% | -15.6% | +21.9% | +7.5% |
| 6M | +16.5% | -8.7% | +25.2% | +15.2% |
| YTD | -20.3% | +37.3% | -57.6% | -26.6% |
| 1Y | -29.8% | +80.3% | -110.1% | -41.6% |
| All | -29.8% | +81.9% | -111.7% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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