+1,160.7%
APA vs RIO
+4,806.4%
-3,645.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | +8.5% | -0.9% | +9.5% | +8.9% |
| 30D | +2.8% | -9.1% | +11.9% | +6.8% |
| 3M | +21.7% | -13.7% | +35.4% | +29.1% |
| 6M | +32.6% | -24.3% | +57.0% | +47.5% |
| YTD | +103.7% | +8.9% | +94.8% | +87.9% |
| 1Y | +101.8% | +22.7% | +79.1% | +76.1% |
| 3Y | +48.1% | +51.2% | -3.1% | +16.3% |
| 5Y | +91.9% | +88.1% | +3.8% | +36.5% |
| 10Y | +8.4% | +352.3% | -344.0% | -43.2% |
| All | +1,160.7% | +4,806.4% | -3,645.7% | +343.3% |
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