+8,164.6%
AMD vs RIO
+364.8%
+7,799.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.0% |
| 7D | +13.1% | +0.5% | +12.6% | +13.2% |
| 30D | -7.0% | -9.9% | +2.9% | -0.6% |
| 3M | +16.6% | -14.0% | +30.6% | +27.7% |
| 6M | +20.5% | -19.5% | +40.0% | +37.5% |
| YTD | +158.2% | +11.5% | +146.6% | +146.5% |
| 1Y | +132.8% | +26.9% | +105.8% | +106.8% |
| 3Y | +366.2% | +55.1% | +311.1% | +269.2% |
| 5Y | +278.7% | +90.7% | +188.0% | +159.1% |
| 10Y | +8,164.6% | +363.3% | +7,801.2% | +3,694.0% |
| All | +8,164.6% | +364.8% | +7,799.8% | +3,694.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling