+2,408.2%
ACN vs RIO
+1,864.7%
+543.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.8% | +2.2% |
| 7D | +1.6% | +3.6% | -2.0% | +0.6% |
| 30D | +24.6% | -10.8% | +35.4% | +28.0% |
| 3M | +46.2% | -15.2% | +61.4% | +51.7% |
| 6M | +46.2% | -18.0% | +64.2% | +52.2% |
| YTD | -0.9% | +11.0% | -11.8% | -5.4% |
| 1Y | +8.8% | +26.4% | -17.6% | +0.3% |
| 3Y | -14.3% | +54.4% | -68.6% | -25.7% |
| 5Y | -22.6% | +98.1% | -120.7% | -38.4% |
| 10Y | +153.7% | +358.5% | -204.8% | +59.5% |
| All | +2,408.2% | +1,864.7% | +543.5% | +493.5% |
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