+726.2%
FLEX vs RIO
+97.3%
+628.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.8% | +4.1% |
| 7D | +7.0% | +1.9% | +5.0% | +5.9% |
| 30D | -5.8% | +5.0% | -10.8% | -8.4% |
| 3M | -24.2% | +5.1% | -29.3% | -26.4% |
| 6M | +90.8% | +17.6% | +73.2% | +77.5% |
| YTD | +89.2% | +36.3% | +52.9% | +64.7% |
| 1Y | +104.7% | +71.2% | +33.5% | +61.5% |
| 3Y | +478.1% | +102.7% | +375.4% | +322.5% |
| 5Y | +726.2% | +99.6% | +626.6% | +500.3% |
| All | +726.2% | +97.3% | +628.9% | +500.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RIO 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling