+1,697.2%
ACN vs RIO
+2,300.0%
-602.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.4% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | +9.4% | +4.0% | +5.4% | +8.3% |
| 3M | +5.6% | +0.1% | +5.5% | +5.4% |
| 6M | -9.3% | +12.7% | -22.0% | -12.8% |
| YTD | -29.0% | +35.6% | -64.5% | -35.3% |
| 1Y | -24.7% | +73.7% | -98.4% | -35.7% |
| 3Y | -39.8% | +93.3% | -133.1% | -50.6% |
| 5Y | -40.9% | +92.4% | -133.4% | -52.4% |
| 10Y | +91.1% | +606.9% | -515.8% | +8.2% |
| All | +1,697.2% | +2,300.0% | -602.8% | +306.1% |
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