+1,007.5%
APA vs RIO
+6,008.3%
-5,000.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.4% |
| 7D | +0.5% | 0.0% | +0.6% | +0.5% |
| 30D | +23.4% | +4.0% | +19.4% | +21.0% |
| 3M | +12.7% | +0.1% | +12.6% | +11.7% |
| 6M | +39.4% | +12.7% | +26.7% | +28.3% |
| YTD | +79.0% | +35.6% | +43.4% | +50.5% |
| 1Y | +88.8% | +73.7% | +15.1% | +41.3% |
| 3Y | +6.4% | +93.3% | -86.9% | -25.1% |
| 5Y | +153.0% | +92.4% | +60.5% | +79.3% |
| 10Y | +7.5% | +606.9% | -599.4% | -53.2% |
| All | +1,007.5% | +6,008.3% | -5,000.8% | +254.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling