+97.9%
APA vs RIO
+67.4%
+30.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | -1.1% |
| 7D | +0.8% | -3.4% | +4.1% | +0.5% |
| 30D | +9.6% | +0.6% | +9.0% | +9.7% |
| 3M | +18.0% | +2.5% | +15.5% | +18.6% |
| 6M | +41.9% | +10.8% | +31.1% | +42.3% |
| YTD | +86.3% | +30.5% | +55.8% | +70.4% |
| 1Y | +97.9% | +68.1% | +29.7% | +63.5% |
| All | +97.9% | +67.4% | +30.5% | +63.5% |
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 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