+30.5%
ALL vs RIO
+26.8%
+3.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.1% | +5.0% | +2.4% |
| 7D | -0.1% | +3.6% | -3.7% | +0.6% |
| 30D | +13.8% | -10.8% | +24.6% | +11.2% |
| 3M | -2.8% | -15.2% | +12.5% | -5.8% |
| 6M | +23.7% | -18.0% | +41.7% | +20.4% |
| YTD | +27.3% | +11.0% | +16.3% | +26.0% |
| 1Y | +30.5% | +26.4% | +4.2% | +25.8% |
| All | +30.5% | +26.8% | +3.7% | +25.8% |
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