+64.3%
KR vs FLNC
-70.4%
+134.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.5% | +0.2% | +2.8% |
| 7D | -0.2% | -4.1% | +3.9% | -0.3% |
| 30D | +5.1% | -24.8% | +29.8% | +4.3% |
| 3M | -8.2% | -59.1% | +50.9% | -10.1% |
| 6M | -18.0% | -42.0% | +24.0% | -18.5% |
| YTD | -4.8% | -49.8% | +45.0% | -5.3% |
| 1Y | -11.0% | +43.1% | -54.1% | -9.3% |
| 3Y | +37.7% | -61.0% | +98.6% | +40.0% |
| All | +64.3% | -70.4% | +134.6% | +73.5% |
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