-6.6%
ALB vs RIO
+27.0%
-33.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.7% |
| 7D | +1.1% | +0.5% | +0.6% | +0.6% |
| 30D | -2.6% | -9.9% | +7.3% | +5.8% |
| 3M | -25.6% | -14.0% | -11.5% | -16.3% |
| 6M | -54.0% | -19.5% | -34.5% | -45.4% |
| YTD | -31.6% | +11.5% | -43.1% | -36.7% |
| 1Y | -6.6% | +26.9% | -33.5% | -18.5% |
| All | -6.6% | +27.0% | -33.6% | -18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling