+117,875.1%
AAPL vs RIO
+4,806.4%
+113,068.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +4.1% | -0.9% | +5.1% | +4.4% |
| 30D | +4.0% | -9.1% | +13.1% | +6.5% |
| 3M | +16.8% | -13.7% | +30.5% | +20.9% |
| 6M | +19.4% | -24.3% | +43.7% | +27.3% |
| YTD | +31.5% | +8.9% | +22.6% | +27.1% |
| 1Y | +31.0% | +22.7% | +8.3% | +22.7% |
| 3Y | +95.3% | +51.2% | +44.1% | +72.2% |
| 5Y | +143.4% | +88.1% | +55.2% | +98.9% |
| 10Y | +1,330.5% | +352.3% | +978.2% | +821.0% |
| All | +117,875.1% | +4,806.4% | +113,068.7% | +41,178.3% |
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