medium · Private Equity

A Kaplan-Schoar Public Market Equivalent (KS-PME) analysis of a fund yields a result of 1.15.

How should an LP interpret this result?

  1. The fund underperformed the public market benchmark by 15% overall.
  2. The fund outperformed the public benchmark by 15% on a dollar-weighted basis.
  3. The fund achieved a total gross MOIC of 1.15x measured on invested capital alone.
  4. The fund's net Internal Rate of Return was calculated at exactly 15% on an annualized basis.

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