+2,325.1%
ACN vs RIO
+1,835.4%
+489.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.0% |
| 7D | -5.7% | +0.1% | -5.9% | -5.8% |
| 30D | +17.0% | -10.5% | +27.5% | +20.1% |
| 3M | +39.9% | -15.9% | +55.8% | +45.4% |
| 6M | +50.2% | -22.3% | +72.5% | +58.6% |
| YTD | -4.2% | +9.3% | -13.5% | -8.2% |
| 1Y | +4.3% | +23.0% | -18.7% | -3.1% |
| 3Y | -17.1% | +52.1% | -69.2% | -27.9% |
| 5Y | -26.5% | +88.9% | -115.4% | -40.7% |
| 10Y | +147.7% | +354.1% | -206.4% | +56.1% |
| All | +2,325.1% | +1,835.4% | +489.7% | +476.0% |
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 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