+52,058.8%
ADI vs RIO
+4,825.9%
+47,232.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.0% | +0.7% |
| 7D | +13.4% | +0.1% | +13.2% | +13.4% |
| 30D | -1.3% | -10.5% | +9.2% | +2.3% |
| 3M | +6.8% | -15.9% | +22.7% | +12.8% |
| 6M | -1.9% | -22.3% | +20.4% | +6.2% |
| YTD | +52.3% | +9.3% | +42.9% | +47.5% |
| 1Y | +71.6% | +23.0% | +48.6% | +60.2% |
| 3Y | +148.9% | +52.1% | +96.8% | +116.9% |
| 5Y | +140.8% | +88.9% | +51.9% | +92.6% |
| 10Y | +653.6% | +354.1% | +299.5% | +356.6% |
| All | +52,058.8% | +4,825.9% | +47,232.9% | +12,334.2% |
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