+5,623.1%
FLEX vs RIO
+3,248.3%
+2,374.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.2% | +8.8% | +10.5% |
| 7D | -7.2% | +4.4% | -11.6% | -9.1% |
| 30D | -34.8% | -8.9% | -25.9% | -31.7% |
| 3M | -35.6% | -12.7% | -22.9% | -31.3% |
| 6M | -45.0% | -16.2% | -28.8% | -40.1% |
| YTD | +29.4% | +13.4% | +16.0% | +23.2% |
| 1Y | +24.8% | +30.9% | -6.1% | +11.2% |
| 3Y | +304.4% | +60.2% | +244.2% | +226.0% |
| 5Y | +484.1% | +98.9% | +385.2% | +311.3% |
| 10Y | +640.4% | +381.4% | +259.0% | +241.8% |
| All | +5,623.1% | +3,248.3% | +2,374.9% | +539.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling