+1,394.0%
FLEX vs KKR
+1,536.3%
-142.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.5% |
| 7D | +7.5% | +1.6% | +5.8% | +6.5% |
| 30D | -25.3% | +14.5% | -39.8% | -30.9% |
| 3M | -39.7% | -15.0% | -24.7% | -35.2% |
| 6M | -47.9% | +1.0% | -48.9% | -49.1% |
| YTD | +24.1% | -22.6% | +46.7% | +36.1% |
| 1Y | +26.0% | -18.2% | +44.2% | +34.1% |
| 3Y | +282.7% | +56.4% | +226.3% | +181.2% |
| 5Y | +424.2% | +29.6% | +394.7% | +307.4% |
| 10Y | +613.8% | +671.3% | -57.5% | +131.8% |
| All | +1,394.0% | +1,536.3% | -142.3% | +199.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling