-12.3%
ABNB vs RIO
+89.6%
-101.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.8% |
| 7D | +6.5% | +0.1% | +6.3% | +6.4% |
| 30D | +9.4% | -10.5% | +19.9% | +14.4% |
| 3M | +0.6% | -15.9% | +16.5% | +7.7% |
| 6M | +33.7% | -22.3% | +56.0% | +47.4% |
| YTD | +33.5% | +9.3% | +24.1% | +24.1% |
| 1Y | +48.8% | +23.0% | +25.8% | +30.6% |
| 3Y | +53.3% | +52.1% | +1.3% | +18.4% |
| 5Y | -12.3% | +88.9% | -101.2% | -37.0% |
| All | -12.3% | +89.6% | -101.9% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling