+62.8%
KKR vs AEIS
+160.8%
-98.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.0% | -1.7% |
| 7D | -8.1% | -0.2% | -7.9% | -8.1% |
| 30D | -9.1% | -16.4% | +7.3% | -4.3% |
| 3M | +6.4% | -11.1% | +17.5% | +6.7% |
| 6M | +12.6% | -12.0% | +24.6% | +10.5% |
| YTD | -20.4% | +30.9% | -51.3% | -36.3% |
| 1Y | -27.1% | +74.3% | -101.4% | -50.9% |
| All | +62.8% | +160.8% | -98.0% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling