-54.9%
ADBE vs RIO
+95.3%
-150.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -8.9% | +1.0% | -9.9% | -9.0% |
| 30D | -6.6% | +4.0% | -10.7% | -6.9% |
| 3M | +7.1% | +4.5% | +2.6% | +7.0% |
| 6M | -9.8% | +17.3% | -27.1% | -11.8% |
| YTD | -27.2% | +36.2% | -63.4% | -31.2% |
| 1Y | -28.0% | +76.1% | -104.2% | -35.8% |
| All | -54.9% | +95.3% | -150.1% | -61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling