+33.0%
KKR vs FLNC
-70.4%
+103.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.1% |
| 7D | -6.2% | -4.1% | -2.1% | -5.7% |
| 30D | -8.9% | -24.8% | +15.9% | -5.3% |
| 3M | +6.3% | -59.1% | +65.4% | +19.3% |
| 6M | +16.5% | -42.0% | +58.4% | +18.9% |
| YTD | -20.3% | -49.8% | +29.5% | -18.5% |
| 1Y | -29.8% | +43.1% | -72.9% | -43.1% |
| 3Y | +63.2% | -61.0% | +124.1% | +45.3% |
| All | +33.0% | -70.4% | +103.4% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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