+726.2%
FLEX vs KKR
+76.6%
+649.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.9% | +6.2% | +5.3% |
| 7D | +7.0% | -0.6% | +7.6% | +7.2% |
| 30D | -5.8% | +3.0% | -8.8% | -7.6% |
| 3M | -24.2% | +13.6% | -37.9% | -29.5% |
| 6M | +90.8% | +16.2% | +74.6% | +73.3% |
| YTD | +89.2% | -16.6% | +105.8% | +101.7% |
| 1Y | +104.7% | -23.2% | +127.9% | +127.0% |
| 3Y | +478.1% | +71.7% | +406.4% | +311.8% |
| 5Y | +726.2% | +74.8% | +651.4% | +427.7% |
| All | +726.2% | +76.6% | +649.5% | +427.7% |
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