+1,611.9%
BE vs RIO
+87.1%
+1,524.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.2% | +0.2% | -0.4% |
| 7D | +9.7% | -3.4% | +13.1% | +13.1% |
| 30D | +22.4% | +0.6% | +21.8% | +21.6% |
| 3M | +10.4% | +2.5% | +7.8% | +8.3% |
| 6M | +67.9% | +10.8% | +57.1% | +55.5% |
| YTD | +197.5% | +30.5% | +167.0% | +146.5% |
| 1Y | +310.6% | +68.1% | +242.4% | +182.0% |
| All | +1,611.9% | +87.1% | +1,524.8% | +857.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling