+76.4%
AMZN vs RIO
+95.3%
-18.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -1.0% | +1.0% | -2.0% | -1.3% |
| 30D | -9.2% | +4.0% | -13.3% | -10.3% |
| 3M | +3.4% | +4.5% | -1.2% | +1.9% |
| 6M | +18.2% | +17.3% | +0.9% | +12.0% |
| YTD | +9.3% | +36.2% | -26.8% | -1.5% |
| 1Y | +5.9% | +76.1% | -70.2% | -12.5% |
| All | +76.4% | +95.3% | -18.9% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling