+424.8%
FLEX vs KKR
+29.5%
+395.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.4% |
| 7D | +7.5% | +1.6% | +5.8% | +6.6% |
| 30D | -25.3% | +14.5% | -39.8% | -30.7% |
| 3M | -39.7% | -15.0% | -24.7% | -35.2% |
| 6M | -47.9% | +1.0% | -48.9% | -49.0% |
| YTD | +24.1% | -22.6% | +46.7% | +36.6% |
| 1Y | +26.0% | -18.2% | +44.2% | +34.5% |
| 3Y | +282.7% | +56.4% | +226.3% | +179.0% |
| All | +424.8% | +29.5% | +395.3% | +288.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling