+3,261.7%
ADSK vs RIO
+6,036.1%
-2,774.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -14.5% | +1.0% | -15.5% | -14.8% |
| 30D | -19.3% | +4.0% | -23.3% | -20.4% |
| 3M | -7.8% | +4.5% | -12.3% | -9.6% |
| 6M | -20.8% | +17.3% | -38.1% | -25.5% |
| YTD | -30.2% | +36.2% | -66.4% | -37.7% |
| 1Y | -36.5% | +76.1% | -112.6% | -47.8% |
| 3Y | -5.7% | +102.5% | -108.3% | -26.8% |
| 5Y | -28.2% | +103.5% | -131.7% | -45.5% |
| 10Y | +209.1% | +619.2% | -410.1% | +57.1% |
| All | +3,261.7% | +6,036.1% | -2,774.4% | +1,012.5% |
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