+614.8%
FLEX vs KKR
+670.8%
-56.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.5% |
| 7D | +7.5% | +1.6% | +5.8% | +6.4% |
| 30D | -25.3% | +14.5% | -39.8% | -31.6% |
| 3M | -39.7% | -15.0% | -24.7% | -34.6% |
| 6M | -47.9% | +1.0% | -48.9% | -49.3% |
| YTD | +24.1% | -22.6% | +46.7% | +37.6% |
| 1Y | +26.0% | -18.2% | +44.2% | +35.0% |
| 3Y | +282.7% | +56.4% | +226.3% | +161.4% |
| 5Y | +424.2% | +29.6% | +394.7% | +283.5% |
| All | +614.8% | +670.8% | -56.0% | +91.6% |
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