+553.0%
AMZN vs RIO
+604.6%
-51.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | +1.1% |
| 7D | -2.7% | -3.4% | +0.6% | -1.7% |
| 30D | -7.5% | +0.6% | -8.1% | -7.8% |
| 3M | +5.8% | +2.5% | +3.3% | +4.6% |
| 6M | +17.5% | +10.8% | +6.7% | +13.0% |
| YTD | +9.1% | +30.5% | -21.3% | -0.6% |
| 1Y | +9.4% | +68.1% | -58.8% | -8.1% |
| 3Y | +82.2% | +94.0% | -11.8% | +44.6% |
| 5Y | +45.2% | +92.0% | -46.8% | +13.2% |
| All | +553.0% | +604.6% | -51.6% | +258.7% |
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