+45.2%
ASML vs RIO
+23.2%
+22.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.4% | -1.1% |
| 7D | +10.4% | +0.1% | +10.2% | +10.3% |
| 30D | -12.7% | -10.5% | -2.2% | -5.9% |
| 3M | -17.2% | -15.9% | -1.3% | -7.3% |
| 6M | -1.3% | -22.3% | +21.0% | +15.4% |
| YTD | +40.8% | +9.3% | +31.5% | +39.6% |
| 1Y | +45.2% | +23.0% | +22.2% | +31.7% |
| All | +45.2% | +23.2% | +22.0% | +31.7% |
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