+25.0%
FLEX vs KKR
-12.5%
+37.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +5.6% | -17.9% | -13.4% |
| 7D | -17.0% | +8.9% | -25.9% | -18.7% |
| 30D | -33.8% | +12.7% | -46.5% | -35.7% |
| 3M | -39.0% | -6.2% | -32.9% | -38.3% |
| 6M | -15.9% | -1.5% | -14.4% | -15.9% |
| YTD | +27.8% | -20.1% | +47.9% | +34.0% |
| 1Y | +25.0% | -13.7% | +38.7% | +24.8% |
| All | +25.0% | -12.5% | +37.4% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 1y: compounded portfolio wealth divided by compounded KKR 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…
1y analysis · Full analysis span regression · 6 months rolling