Investor K2 Principal Fund, L.p.

Investor Performance

K2 Principal Fund, L.p. investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. In addition to quarterly performance, we show annualized performance and the institution's (K2 Principal Fund, L.p.) Internal Rate of Return (IRR). The IRR is equivalent to the Compound Annualized Growth Rate (CAGR).

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Reporting
Period		 Starting
Portfolio Value		 Ending
Portfolio Value		 Change in
Portfolio Value		 Value of
Bought/Sold		 Gross
Profit (Loss)		 Quarterly
Return %
2026-03-31 1,241,205 1,432,158
2025-12-31 1,231,448 1,241,205
2025-09-30 725,230 1,231,448
2025-06-30 788,186 725,230
2025-03-31 900,621 788,186
2024-12-31 694,663 900,621
2024-09-30 537,721 694,663
2024-06-30 578,956 537,721
2024-03-31 785,207 578,956
2023-12-31 477,336 785,207
2023-09-30 437,170 477,336
2023-06-30 726,643 437,170
2023-03-31 658,104 726,643
2022-12-31 870,911 658,104
2022-09-30 906,547 870,911
2022-06-30 1,158,496 906,547
2022-03-31 1,499,057 1,158,496
2021-12-31 1,228,698 1,499,079
2021-09-30 1,203,041 1,228,698
2021-06-30 1,265,453 1,203,041
2021-03-31 1,140,967 1,264,847
2020-12-31 668,893 1,125,320
2020-09-30 629,240 668,851
2020-06-30 527,573 628,162
2020-03-31 1,155,896 512,503
2019-12-31 924,600 1,144,549
2019-09-30 828,473 910,791
2019-06-30 784,683 818,714
2019-03-31 659,339 778,211
2018-12-31 1,041,868 644,806
2018-09-30 1,292,843 1,027,334
2018-06-30 1,755,837 1,282,722
2018-03-31 1,381,984 1,748,476
2017-12-31 1,512,497 1,370,617
2017-09-30 1,508,440 1,501,990
2017-06-30 1,204,514 1,507,788
2017-03-31 1,058,582 1,204,373
2016-12-31 2,945,240 1,058,582
2016-09-30 758,454 1,868,640
2016-06-30 640,679 758,454
2016-03-31 573,443 711,040
2015-12-31 457,543 684,985
2015-09-30 425,511 576,019
2015-06-30 396,029 551,919
2015-03-31 373,722 460,775
2014-12-31 418,990