+1,033.9%
FLEX vs KKR
+709.2%
+324.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.1% | -2.4% |
| 7D | +0.1% | -8.1% | +8.2% | +5.0% |
| 30D | -11.8% | -9.1% | -2.7% | -7.2% |
| 3M | -22.6% | +6.4% | -28.9% | -26.0% |
| 6M | +77.3% | +12.6% | +64.8% | +61.4% |
| YTD | +78.8% | -20.4% | +99.2% | +96.8% |
| 1Y | +86.1% | -27.1% | +113.1% | +114.3% |
| 3Y | +446.2% | +63.8% | +382.4% | +266.3% |
| 5Y | +689.7% | +67.6% | +622.1% | +386.7% |
| All | +1,033.9% | +709.2% | +324.7% | +216.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling