+720.6%
KKR vs PLUG
+9.2%
+711.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -9.0% | +11.8% | +3.9% |
| 7D | +5.1% | -3.2% | +8.3% | +5.3% |
| 30D | +10.9% | -18.7% | +29.6% | +13.3% |
| 3M | -2.9% | -35.3% | +32.4% | +1.8% |
| 6M | -1.2% | -56.2% | +55.0% | +7.3% |
| YTD | -20.4% | -30.7% | +10.3% | -19.5% |
| 1Y | -15.4% | -46.7% | +31.3% | -12.1% |
| 3Y | +61.9% | -61.3% | +123.2% | +52.7% |
| 5Y | +38.3% | -96.6% | +134.9% | +69.0% |
| 10Y | +720.6% | +1.1% | +719.5% | +618.3% |
| All | +720.6% | +9.2% | +711.4% | +618.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 10y: compounded portfolio wealth divided by compounded PLUG 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…
10y analysis · Full analysis span regression · 6 months rolling