+22.2%
BBY vs RIO
+69.4%
-47.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +3.0% |
| 7D | +0.6% | -3.2% | +3.8% | +0.9% |
| 30D | +9.4% | +0.9% | +8.5% | +9.2% |
| 3M | +19.3% | -1.4% | +20.8% | +19.2% |
| 6M | +47.9% | +10.9% | +37.0% | +44.3% |
| YTD | +39.6% | +31.2% | +8.3% | +22.0% |
| 1Y | +22.2% | +67.9% | -45.7% | -9.2% |
| All | +22.2% | +69.4% | -47.2% | -9.2% |
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