+728.2%
KKR vs PLUG
+48.6%
+679.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -1.1% |
| 7D | -2.2% | +3.8% | -6.0% | -2.7% |
| 30D | +0.3% | +2.8% | -2.6% | -0.1% |
| 3M | +8.8% | -25.4% | +34.2% | +12.2% |
| 6M | +14.9% | -0.5% | +15.4% | +12.8% |
| YTD | -17.9% | +10.2% | -28.0% | -21.1% |
| 1Y | -23.7% | +53.9% | -77.6% | -31.2% |
| 3Y | +69.1% | -72.7% | +141.8% | +66.6% |
| 5Y | +72.6% | -91.4% | +164.0% | +90.5% |
| 10Y | +728.2% | +58.4% | +669.8% | +547.9% |
| All | +728.2% | +48.6% | +679.6% | +547.9% |
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