+104,533.5%
AAPL vs RIO
+6,041.4%
+98,492.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -2.7% | +1.9% | -4.7% | -3.2% |
| 30D | +1.0% | +5.0% | -3.9% | -0.3% |
| 3M | +5.0% | +5.1% | -0.2% | +3.3% |
| 6M | +23.0% | +17.6% | +5.4% | +17.3% |
| YTD | +16.6% | +36.3% | -19.7% | +6.7% |
| 1Y | +33.4% | +71.2% | -37.8% | +15.0% |
| 3Y | +79.9% | +102.7% | -22.8% | +47.3% |
| 5Y | +109.0% | +99.6% | +9.4% | +68.3% |
| 10Y | +1,210.4% | +603.1% | +607.3% | +656.9% |
| All | +104,533.5% | +6,041.4% | +98,492.1% | +34,544.6% |
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