-35.0%
KKR vs PLTU
+133.3%
-168.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | -6.2% | -8.1% | +2.0% | -5.3% |
| 30D | -8.9% | -7.0% | -1.8% | -8.4% |
| 3M | +6.3% | +40.0% | -33.7% | -0.3% |
| 6M | +16.5% | -6.0% | +22.4% | +12.7% |
| YTD | -20.3% | -37.1% | +16.8% | -20.0% |
| 1Y | -29.8% | -33.1% | +3.4% | -31.8% |
| All | -35.0% | +133.3% | -168.4% | -52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling