+2,176.8%
ALB vs RIO
+3,455.3%
-1,278.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.9% |
| 7D | +1.1% | +0.5% | +0.6% | +0.8% |
| 30D | -2.6% | -9.9% | +7.3% | +1.9% |
| 3M | -25.6% | -14.0% | -11.5% | -20.6% |
| 6M | -54.0% | -19.5% | -34.5% | -49.5% |
| YTD | -31.6% | +11.5% | -43.1% | -34.4% |
| 1Y | -6.6% | +26.9% | -33.5% | -15.2% |
| 3Y | -14.0% | +55.1% | -69.1% | -26.2% |
| 5Y | -62.5% | +90.7% | -153.2% | -70.7% |
| 10Y | +36.3% | +363.3% | -327.0% | -24.6% |
| All | +2,176.8% | +3,455.3% | -1,278.4% | +521.3% |
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