+725.7%
FLEX vs KR
+36.6%
+689.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.6% |
| 7D | +6.4% | -3.1% | +9.4% | +5.9% |
| 30D | -5.9% | +0.6% | -6.5% | -5.7% |
| 3M | -23.5% | -9.8% | -13.7% | -23.9% |
| 6M | +83.7% | -22.1% | +105.9% | +81.7% |
| YTD | +86.5% | -8.1% | +94.6% | +84.6% |
| 1Y | +100.5% | -14.7% | +115.2% | +98.7% |
| 3Y | +469.8% | +28.6% | +441.3% | +435.9% |
| 5Y | +725.7% | +36.4% | +689.3% | +641.6% |
| All | +725.7% | +36.6% | +689.1% | +641.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling