+60.6%
KKR vs PLUG
-75.5%
+136.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.8% | +1.4% |
| 7D | +0.1% | +14.5% | -14.4% | -0.9% |
| 30D | +7.9% | -10.7% | +18.6% | +8.6% |
| 3M | -4.4% | -31.2% | +26.8% | -2.2% |
| 6M | -4.0% | -51.9% | +48.0% | 0.0% |
| YTD | -22.6% | -23.9% | +1.2% | -22.5% |
| 1Y | -18.6% | -43.4% | +24.8% | -17.2% |
| 3Y | +60.6% | -74.7% | +135.3% | +57.4% |
| All | +60.6% | -75.5% | +136.2% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling