+55.6%
RGTI vs FLEX
+681.5%
-625.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +2.4% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | -16.2% | -11.8% | -4.4% | -8.5% |
| 3M | -22.0% | -22.6% | +0.5% | -8.1% |
| 6M | -10.8% | +77.3% | -88.1% | -49.1% |
| YTD | -31.6% | +78.8% | -110.3% | -62.0% |
| 1Y | -6.4% | +86.1% | -92.4% | -50.1% |
| 3Y | +665.7% | +446.2% | +219.4% | +74.6% |
| All | +55.6% | +681.5% | -625.9% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling