+34.5%
BBY vs RIO
+29.3%
+5.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.6% | +4.4% | +7.9% |
| 7D | +4.5% | -1.6% | +6.1% | +4.4% |
| 30D | +16.0% | -11.6% | +27.6% | +16.1% |
| 3M | +18.6% | -12.7% | +31.3% | +18.6% |
| 6M | +80.1% | -12.4% | +92.4% | +78.8% |
| YTD | +57.4% | +11.0% | +46.4% | +43.5% |
| 1Y | +34.5% | +30.8% | +3.7% | +8.2% |
| All | +34.5% | +29.3% | +5.2% | +8.2% |
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