+7,917.6%
FLEX vs RRC
+749.3%
+7,168.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | -0.9% | +1.3% | -2.2% | -1.2% |
| 30D | -10.1% | +10.1% | -20.3% | -11.9% |
| 3M | -31.3% | +4.0% | -35.3% | -32.3% |
| 6M | +71.3% | +1.6% | +69.7% | +68.8% |
| YTD | +81.2% | +19.7% | +61.5% | +72.6% |
| 1Y | +98.5% | +21.4% | +77.1% | +87.8% |
| 3Y | +428.2% | +29.7% | +398.6% | +390.7% |
| 5Y | +657.3% | +153.9% | +503.4% | +491.4% |
| 10Y | +995.9% | +10.8% | +985.1% | +742.6% |
| All | +7,917.6% | +749.3% | +7,168.4% | +4,201.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling