+1,636.4%
KKR vs AEM
+344.7%
+1,291.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | 0.0% |
| 7D | -6.2% | -2.1% | -4.0% | -6.0% |
| 30D | -8.9% | +8.4% | -17.3% | -9.6% |
| 3M | +6.3% | +27.3% | -21.0% | +3.8% |
| 6M | +16.5% | -9.7% | +26.1% | +16.9% |
| YTD | -20.3% | +19.0% | -39.2% | -22.1% |
| 1Y | -29.8% | +31.5% | -61.3% | -32.2% |
| 3Y | +63.2% | +338.7% | -275.5% | +40.0% |
| 5Y | +68.0% | +307.4% | -239.5% | +43.6% |
| 10Y | +704.3% | +370.9% | +333.4% | +565.2% |
| All | +1,636.4% | +344.7% | +1,291.8% | +1,369.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling