+66.1%
KKR vs AEM
+298.9%
-232.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.7% |
| 7D | -8.1% | -5.0% | -3.1% | -7.4% |
| 30D | -9.1% | +8.5% | -17.6% | -10.2% |
| 3M | +6.4% | +29.3% | -22.9% | +2.5% |
| 6M | +12.6% | -12.9% | +25.5% | +13.8% |
| YTD | -20.4% | +16.8% | -37.2% | -23.5% |
| 1Y | -27.1% | +29.8% | -56.9% | -31.4% |
| 3Y | +63.8% | +336.7% | -272.9% | +19.4% |
| All | +66.1% | +298.9% | -232.7% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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