+98.5%
FLEX vs KKR
-20.0%
+118.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.4% | +1.9% |
| 7D | -0.9% | -0.9% | 0.0% | -0.7% |
| 30D | -10.1% | +2.2% | -12.3% | -10.8% |
| 3M | -31.3% | +13.1% | -44.4% | -33.4% |
| 6M | +71.3% | +15.3% | +56.0% | +64.1% |
| YTD | +81.2% | -15.0% | +96.3% | +87.0% |
| 1Y | +98.5% | -21.0% | +119.5% | +109.8% |
| All | +98.5% | -20.0% | +118.5% | +109.8% |
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