+100.5%
FLEX vs KKR
-24.4%
+124.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.1% | -1.1% |
| 7D | +6.4% | -2.2% | +8.6% | +6.9% |
| 30D | -5.9% | +0.3% | -6.1% | -6.2% |
| 3M | -23.5% | +8.8% | -32.3% | -25.1% |
| 6M | +83.7% | +14.9% | +68.8% | +75.5% |
| YTD | +86.5% | -17.9% | +104.4% | +94.1% |
| 1Y | +100.5% | -23.7% | +124.2% | +112.0% |
| All | +100.5% | -24.4% | +124.9% | +112.0% |
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