-29.9%
KKR vs PLTU
-36.4%
+6.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.3% | -2.8% |
| 7D | -8.1% | -17.7% | +9.6% | -6.9% |
| 30D | -9.1% | -12.5% | +3.4% | -8.4% |
| 3M | +6.4% | +39.5% | -33.1% | +3.0% |
| 6M | +12.6% | -7.0% | +19.5% | +10.7% |
| YTD | -20.4% | -38.1% | +17.6% | -21.4% |
| All | -29.9% | -36.4% | +6.5% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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