+1,074.3%
APA vs RIO
+4,900.4%
-3,826.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +2.2% |
| 7D | -5.5% | +3.6% | -9.1% | -7.2% |
| 30D | -1.2% | -10.8% | +9.6% | +3.6% |
| 3M | +10.6% | -15.2% | +25.8% | +18.2% |
| 6M | +28.4% | -18.0% | +46.4% | +37.8% |
| YTD | +89.7% | +11.0% | +78.8% | +73.6% |
| 1Y | +90.6% | +26.4% | +64.2% | +64.1% |
| 3Y | +36.9% | +54.4% | -17.5% | +6.5% |
| 5Y | +83.2% | +98.1% | -14.9% | +27.4% |
| 10Y | -0.1% | +358.5% | -358.6% | -48.0% |
| All | +1,074.3% | +4,900.4% | -3,826.1% | +309.5% |
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 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