+38,834.1%
BBY vs RIO
+6,036.1%
+32,798.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | +1.2% | +1.0% | +0.2% | +0.9% |
| 30D | +6.8% | +4.0% | +2.8% | +5.5% |
| 3M | +18.7% | +4.5% | +14.2% | +16.9% |
| 6M | +37.3% | +17.3% | +20.0% | +30.1% |
| YTD | +35.3% | +36.2% | -0.9% | +22.3% |
| 1Y | +20.7% | +76.1% | -55.5% | +1.4% |
| 3Y | +39.4% | +102.5% | -63.1% | +11.9% |
| 5Y | -1.5% | +103.5% | -105.0% | -22.8% |
| 10Y | +239.8% | +619.2% | -379.4% | +87.0% |
| All | +38,834.1% | +6,036.1% | +32,798.0% | +8,282.2% |
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 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