+40.7%
AMC vs RIO
+27.0%
+13.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -2.8% | +0.5% | -3.3% | -2.9% |
| 30D | +14.0% | -9.9% | +23.9% | +17.7% |
| 3M | +42.5% | -14.0% | +56.5% | +49.3% |
| 6M | +142.6% | -19.5% | +162.1% | +162.1% |
| YTD | +119.2% | +11.5% | +107.7% | +143.3% |
| 1Y | +40.7% | +26.9% | +13.8% | +50.0% |
| All | +40.7% | +27.0% | +13.7% | +50.0% |
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