hard · Private Equity & LBOs

What is the primary difference between the Kaplan-Schoar PME (KS-PME) and a direct alpha comparison?

  1. Direct alpha is only used for realized investments, while KS-PME includes NAV.
  2. KS-PME uses the average public market return, while direct alpha uses the risk-free rate.
  3. KS-PME is a ratio of wealth multiples, while direct alpha is a spread in basis points of IRR.
  4. Direct alpha ignores the timing of cash flows, whereas KS-PME is time-weighted.

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