-32.1%
KKR vs PLTU
+142.1%
-174.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.8% | -1.3% |
| 7D | -0.6% | -11.6% | +10.9% | +0.5% |
| 30D | +3.0% | -4.6% | +7.7% | +3.2% |
| 3M | +13.6% | +33.7% | -20.1% | +7.2% |
| 6M | +16.2% | -9.4% | +25.6% | +13.1% |
| YTD | -16.6% | -34.7% | +18.1% | -16.7% |
| 1Y | -23.2% | -23.2% | 0.0% | -27.0% |
| All | -32.1% | +142.1% | -174.2% | -50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling