+98.5%
FLEX vs AR
+22.7%
+75.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.4% |
| 7D | -0.9% | +2.5% | -3.4% | -0.4% |
| 30D | -10.1% | +14.8% | -24.9% | -7.6% |
| 3M | -31.3% | +6.2% | -37.6% | -29.9% |
| 6M | +71.3% | +4.3% | +67.0% | +72.1% |
| YTD | +81.2% | +14.4% | +66.9% | +76.9% |
| 1Y | +98.5% | +21.3% | +77.2% | +93.6% |
| All | +98.5% | +22.7% | +75.8% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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