+21.8%
KDP vs FLEX
+104.3%
-82.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.5% | 0.0% |
| 7D | +2.1% | +7.0% | -4.9% | +2.3% |
| 30D | +8.5% | -5.8% | +14.3% | +8.3% |
| 3M | +6.6% | -24.2% | +30.8% | +6.2% |
| 6M | +17.1% | +90.8% | -73.7% | +16.7% |
| YTD | +19.0% | +89.2% | -70.1% | +18.2% |
| 1Y | +21.8% | +104.7% | -82.9% | +20.4% |
| All | +21.8% | +104.3% | -82.5% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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