+46,064.2%
ADI vs RIO
+6,008.3%
+40,055.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +0.4% | 0.0% | +0.5% | +0.4% |
| 30D | -3.8% | +4.0% | -7.8% | -5.1% |
| 3M | -15.3% | +0.1% | -15.4% | -15.3% |
| 6M | +6.7% | +12.7% | -6.0% | +2.6% |
| YTD | +34.8% | +35.6% | -0.8% | +21.9% |
| 1Y | +49.0% | +73.7% | -24.7% | +24.6% |
| 3Y | +108.1% | +93.3% | +14.8% | +67.8% |
| 5Y | +142.4% | +92.4% | +50.0% | +91.8% |
| 10Y | +589.9% | +606.9% | -17.0% | +265.1% |
| All | +46,064.2% | +6,008.3% | +40,055.9% | +10,175.7% |
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 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