+1,086.7%
FLEX vs RRC
+4.5%
+1,082.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | +6.4% | -1.7% | +8.1% | +6.7% |
| 30D | -5.9% | +3.6% | -9.5% | -6.5% |
| 3M | -23.5% | +8.8% | -32.3% | -25.0% |
| 6M | +83.7% | +0.8% | +82.9% | +81.6% |
| YTD | +86.5% | +19.0% | +67.5% | +78.2% |
| 1Y | +100.5% | +22.9% | +77.6% | +89.8% |
| 3Y | +469.8% | +32.3% | +437.5% | +430.4% |
| 5Y | +725.7% | +151.6% | +574.1% | +568.2% |
| 10Y | +1,086.7% | +5.5% | +1,081.2% | +753.9% |
| All | +1,086.7% | +4.5% | +1,082.2% | +753.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling