+1,618.7%
KKR vs PLUG
-71.7%
+1,690.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | -1.3% | -6.8% | +5.6% | -0.8% |
| 30D | +9.3% | -16.0% | +25.4% | +10.8% |
| 3M | -9.8% | -38.7% | +28.9% | -6.2% |
| 6M | +1.0% | -61.4% | +62.3% | +8.7% |
| YTD | -21.1% | -31.0% | +9.9% | -20.2% |
| 1Y | -17.0% | -46.2% | +29.3% | -14.5% |
| 3Y | +60.6% | -61.5% | +122.1% | +55.1% |
| 5Y | +33.6% | -96.9% | +130.5% | +53.1% |
| 10Y | +687.0% | -7.5% | +694.5% | +570.2% |
| All | +1,618.7% | -71.7% | +1,690.4% | +1,452.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling