+7,917.6%
FLEX vs KR
+2,595.4%
+5,322.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -0.9% | +1.5% | -2.4% | -1.2% |
| 30D | -10.1% | +4.1% | -14.2% | -10.9% |
| 3M | -31.3% | -5.2% | -26.1% | -31.1% |
| 6M | +71.3% | -12.8% | +84.0% | +73.4% |
| YTD | +81.2% | -4.6% | +85.9% | +79.5% |
| 1Y | +98.5% | -11.7% | +110.2% | +99.3% |
| 3Y | +428.2% | +36.3% | +392.0% | +369.2% |
| 5Y | +657.3% | +40.0% | +617.3% | +554.0% |
| 10Y | +995.9% | +122.2% | +873.7% | +692.6% |
| All | +7,917.6% | +2,595.4% | +5,322.3% | +3,492.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling