+98.5%
FLEX vs KR
-12.5%
+111.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.6% |
| 7D | -0.9% | +1.5% | -2.4% | +0.2% |
| 30D | -10.1% | +4.1% | -14.2% | -7.4% |
| 3M | -31.3% | -5.2% | -26.1% | -31.7% |
| 6M | +71.3% | -12.8% | +84.0% | +62.8% |
| YTD | +81.2% | -4.6% | +85.9% | +77.9% |
| 1Y | +98.5% | -11.7% | +110.2% | +92.4% |
| All | +98.5% | -12.5% | +111.0% | +92.4% |
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