+88.8%
RIO vs FLNC
-62.9%
+151.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | +0.4% |
| 7D | -3.2% | -4.1% | +0.9% | -2.9% |
| 30D | +0.9% | -24.8% | +25.7% | +3.0% |
| 3M | -1.4% | -59.1% | +57.7% | +4.7% |
| 6M | +10.9% | -42.0% | +52.9% | +13.2% |
| YTD | +31.2% | -49.8% | +81.0% | +34.3% |
| 1Y | +67.9% | +43.1% | +24.8% | +56.1% |
| 3Y | +88.8% | -61.0% | +149.7% | +88.9% |
| All | +88.8% | -62.9% | +151.6% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 3y: compounded portfolio wealth divided by compounded FLNC 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…
3y analysis · Full analysis span regression · 6 months rolling