+8,973.0%
FLEX vs KNX
+5,194.7%
+3,778.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.9% |
| 7D | +7.0% | +6.4% | +0.6% | +4.8% |
| 30D | -5.8% | +1.4% | -7.2% | -6.2% |
| 3M | -24.2% | -12.0% | -12.2% | -20.9% |
| 6M | +90.8% | +25.2% | +65.6% | +77.2% |
| YTD | +89.2% | +36.6% | +52.6% | +70.1% |
| 1Y | +104.7% | +67.6% | +37.1% | +70.8% |
| 3Y | +478.1% | +40.8% | +437.3% | +401.0% |
| 5Y | +726.2% | +43.3% | +682.8% | +603.9% |
| 10Y | +1,060.6% | +170.1% | +890.5% | +671.6% |
| All | +8,973.0% | +5,194.7% | +3,778.3% | +3,549.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded KNX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling