+23.7%
BBY vs RIO
+73.7%
-50.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.8% | +3.1% |
| 7D | +9.5% | 0.0% | +9.5% | +9.5% |
| 30D | +6.8% | +4.0% | +2.9% | +6.3% |
| 3M | +28.9% | +0.1% | +28.7% | +28.5% |
| 6M | +37.8% | +12.7% | +25.1% | +34.6% |
| YTD | +38.7% | +35.6% | +3.2% | +22.2% |
| 1Y | +23.7% | +73.7% | -50.0% | -3.5% |
| All | +23.7% | +73.7% | -50.1% | -3.5% |
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 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