+25.0%
FLEX vs KR
+10.2%
+14.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +3.2% | -15.6% | -9.5% |
| 7D | -17.0% | +6.1% | -23.0% | -12.2% |
| 30D | -33.8% | +17.3% | -51.2% | -23.6% |
| 3M | -39.0% | +20.2% | -59.2% | -27.9% |
| 6M | -15.9% | +3.3% | -19.2% | -7.0% |
| YTD | +27.8% | +12.3% | +15.5% | +45.8% |
| 1Y | +25.0% | +10.6% | +14.3% | +40.8% |
| All | +25.0% | +10.2% | +14.8% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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