-23.7%
KKR vs PLUG
+50.7%
-74.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -1.2% |
| 7D | -2.2% | +3.8% | -6.0% | -2.5% |
| 30D | +0.3% | +2.8% | -2.6% | 0.0% |
| 3M | +8.8% | -25.4% | +34.2% | +11.0% |
| 6M | +14.9% | -0.5% | +15.4% | +12.3% |
| YTD | -17.9% | +10.2% | -28.0% | -21.0% |
| 1Y | -23.7% | +53.9% | -77.6% | -27.9% |
| All | -23.7% | +50.7% | -74.4% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling