+9.7%
AMZN vs RIO
+73.7%
-64.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -3.0% | 0.0% | -2.9% | -3.0% |
| 30D | -5.2% | +4.0% | -9.2% | -6.0% |
| 3M | +1.9% | +0.1% | +1.7% | +2.0% |
| 6M | +19.2% | +12.7% | +6.5% | +15.3% |
| YTD | +12.0% | +35.6% | -23.6% | +5.1% |
| 1Y | +9.7% | +73.7% | -64.0% | +0.1% |
| All | +9.7% | +73.7% | -64.1% | +0.1% |
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