+624.8%
B vs RIO
+5,009.8%
-4,385.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.2% | +1.0% | +3.2% |
| 7D | +11.3% | +4.4% | +6.9% | +9.9% |
| 30D | +2.9% | -8.9% | +11.8% | +6.2% |
| 3M | -2.9% | -12.7% | +9.8% | +1.7% |
| 6M | -1.2% | -16.2% | +15.0% | +5.1% |
| YTD | -1.3% | +13.4% | -14.7% | -3.8% |
| 1Y | +30.4% | +30.9% | -0.5% | +21.8% |
| 3Y | +195.3% | +60.2% | +135.1% | +159.1% |
| 5Y | +146.2% | +98.9% | +47.3% | +99.5% |
| 10Y | +200.5% | +381.4% | -181.0% | +78.3% |
| All | +624.8% | +5,009.8% | -4,385.1% | +220.7% |
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 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